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 | $38,777 | $198,466-80.5% | $170,442-77.2% | $147,584-73.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.12% | 257.29%-246.2pp | 205.93%-194.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,795 | $6,184-71.0% | $5,433-67.0% | $4,876-63.2% |
| Participant deferral / active EE | $3,414 | $5,629-39.4% | $4,939-30.9% | $5,439-37.2% |
| Admin fee / account holder | $9,597 | $16,852-43.1% | $13,880-30.9% | $10,885-11.8% |