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 | $45,558 | $73,933-38.4% | $96,683-52.9% | $75,163-39.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.43% | 26.70%-7.3pp | 35.69%-16.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,107 | $2,928-62.2% | $3,737-70.4% | $2,670-58.5% |
| Participant deferral / active EE | $1,758 | $3,659-52.0% | $4,878-64.0% | $4,125-57.4% |
| Admin fee / account holder | $1,533 | $5,216-70.6% | $6,730-77.2% | $5,651-72.9% |