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 | $40,310 | $157,256-74.4% | $141,162-71.4% | $152,861-73.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.73% | 64.32%-47.6pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,563 | $5,261-70.3% | $4,735-67.0% | $4,762-67.2% |
| Participant deferral / active EE | $5,149 | $7,109-27.6% | $6,709-23.2% | $5,850-12.0% |
| Admin fee / account holder | $2,129 | $12,120-82.4% | $10,261-79.3% | $11,596-81.6% |