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 | $54,870 | $53,127+3.3% | $86,590-36.6% | $70,131-21.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.03% | 27.66%-13.6pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,701 | $2,068-17.7% | $2,839-40.1% | $2,342-27.4% |
| Participant deferral / active EE | $3,547 | $2,696+31.6% | $3,609-1.7% | $3,332+6.5% |
| Admin fee / account holder | $3,980 | $3,585+11.0% | $4,906-18.9% | $4,645-14.3% |