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 | $60,620 | $99,032-38.8% | $80,019-24.2% | $135,375-55.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 12.15% | 15.39%-3.2pp | 11.22%+0.9pp | 519.73%-507.6pp |
| Employer contribution / active EE | $1,706 | $3,043-43.9% | $2,468-30.9% | $4,779-64.3% |
| Participant deferral / active EE | $3,839 | $4,282-10.3% | $3,686+4.2% | $5,609-31.5% |
| Admin fee / account holder | $32,430 | $10,436+210.8% | $6,521+397.3% | $10,827+199.5% |