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 10-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 | $122,557 | $70,428+74.0% | $96,562+26.9% | $85,850+42.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 14.37% | 18.59%-4.2pp | 37.78%-23.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $750 | $1,413-46.9% | $2,356-68.2% | $2,565-70.7% |
| Participant deferral / active EE | $3,640 | $2,894+25.8% | $3,849-5.4% | $3,952-7.9% |
| Admin fee / account holder | $16,429 | $4,997+228.8% | $6,181+165.8% | $6,260+162.5% |