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 | $10,231 | $34,308-70.2% | $74,701-86.3% | $72,985-86.0% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 25.21% | 26.58%-1.4pp | 752.92%-727.7pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,077 | $692+55.7% | $1,084-0.6% | $2,440-55.9% |
| Participant deferral / active EE | $3,093 | $1,271+143.3% | $1,964+57.5% | $3,607-14.3% |
| Admin fee / account holder | $1,574 | $2,124-25.9% | $3,333-52.8% | $5,124-69.3% |