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 | $26,601 | $77,813-65.8% | $123,544-78.5% | $64,186-58.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 7.07% | 12.48%-5.4pp | 119.20%-112.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,705 | $3,014-43.4% | $4,628-63.2% | $2,381-28.4% |
| Participant deferral / active EE | $3,550 | $5,240-32.3% | $6,426-44.8% | $3,470+2.3% |
| Admin fee / account holder | $1,400 | $5,519-74.6% | $9,284-84.9% | $4,888-71.4% |