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 | $19,355 | $49,227-60.7% | $70,449-72.5% | $79,858-75.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.92% | 30.06%-18.1pp | 109.03%-97.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,043 | $2,099+45.0% | $2,737+11.2% | $2,471+23.1% |
| Participant deferral / active EE | $2,330 | $2,768-15.8% | $3,709-37.2% | $3,740-37.7% |
| Admin fee / account holder | $1,284 | $2,878-55.4% | $3,845-66.6% | $5,306-75.8% |