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 | $45,091 | $98,750-54.3% | $149,696-69.9% | $79,858-43.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.86% | 27.43%-14.6pp | 276.60%-263.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,477 | $3,216-23.0% | $4,644-46.7% | $2,471+0.2% |
| Participant deferral / active EE | $4,171 | $5,680-26.6% | $6,842-39.0% | $3,740+11.5% |
| Admin fee / account holder | $2,074 | $6,053-65.7% | $9,309-77.7% | $5,306-60.9% |