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 | $30,454 | $77,314-60.6% | $177,989-82.9% | $80,856-62.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.92% | 18.09%-2.2pp | 294.48%-278.6pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,406 | $2,292-38.7% | $3,949-64.4% | $2,755-49.0% |
| Participant deferral / active EE | $2,790 | $4,411-36.7% | $6,276-55.5% | $4,296-35.1% |
| Admin fee / account holder | $3,018 | $7,191-58.0% | $10,363-70.9% | $6,918-56.4% |