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 | $27,331 | $109,327-75.0% | $89,391-69.4% | $158,922-82.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.36% | 345.68%-329.3pp | 245.62%-229.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,615 | $3,170-49.1% | $2,586-37.6% | $4,761-66.1% |
| Participant deferral / active EE | $4,650 | $4,598+1.1% | $3,890+19.5% | $5,982-22.3% |
| Admin fee / account holder | $7,091 | $6,153+15.2% | $4,881+45.3% | $11,246-36.9% |