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 | $37,655 | $117,859-68.1% | $102,438-63.2% | $145,959-74.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.75% | 31.72%-22.0pp | 29.37%-19.6pp | 561.95%-552.2pp |
| Employer contribution / active EE | $2,202 | $3,615-39.1% | $3,024-27.2% | $4,661-52.8% |
| Participant deferral / active EE | $3,029 | $5,732-47.2% | $5,054-40.1% | $6,689-54.7% |
| Admin fee / account holder | $4,112 | $13,318-69.1% | $9,448-56.5% | $13,398-69.3% |