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 | $47,032 | $165,984-71.7% | $164,813-71.5% | $145,922-67.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.28% | 100.03%-88.8pp | 69.93%-58.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,935 | $5,273-25.4% | $4,341-9.4% | $4,660-15.6% |
| Participant deferral / active EE | $3,935 | $6,959-43.5% | $6,031-34.8% | $6,688-41.2% |
| Admin fee / account holder | $554 | $16,648-96.7% | $12,690-95.6% | $13,397-95.9% |