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 | $32,088 | $116,175-72.4% | $93,606-65.7% | $152,861-79.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.23% | 35.96%-13.7pp | 32.76%-10.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,746 | $3,218-45.7% | $2,718-35.8% | $4,762-63.3% |
| Participant deferral / active EE | $4,630 | $4,603+0.6% | $4,069+13.8% | $5,850-20.9% |
| Admin fee / account holder | $473 | $10,748-95.6% | $7,888-94.0% | $11,596-95.9% |