See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,871 | $81,632-67.1% | $70,449-61.9% | $158,922-83.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 54.73% | 208.40%-153.7pp | 109.03%-54.3pp | 302.83%-248.1pp |
| Employer contribution / active EE | $2,503 | $3,217-22.2% | $2,737-8.5% | $4,761-47.4% |
| Participant deferral / active EE | $5,787 | $4,554+27.1% | $3,709+56.0% | $5,982-3.3% |
| Admin fee / account holder | $467 | $6,193-92.5% | $3,845-87.9% | $11,246-95.8% |