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 | $51,887 | $232,540-77.7% | $185,117-72.0% | $147,584-64.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 27.32% | 43.03%-15.7pp | 40.50%-13.2pp | 578.55%-551.2pp |
| Employer contribution / active EE | $15,975 | $5,195+207.5% | $4,182+282.0% | $4,876+227.6% |
| Participant deferral / active EE | $9,992 | $5,834+71.3% | $5,045+98.0% | $5,439+83.7% |
| Admin fee / account holder | $5,903 | $10,275-42.6% | $8,159-27.7% | $10,885-45.8% |