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 | $43,022 | $78,705-45.3% | $117,854-63.5% | $70,131-38.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.61% | 23.30%-3.7pp | 335.08%-315.5pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,135 | $2,223-48.9% | $3,786-70.0% | $2,342-51.5% |
| Participant deferral / active EE | $2,820 | $3,297-14.5% | $4,482-37.1% | $3,332-15.4% |
| Admin fee / account holder | $1,979 | $5,065-60.9% | $8,020-75.3% | $4,645-57.4% |