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 | $55,150 | $52,279+5.5% | $89,391-38.3% | $79,858-30.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 12.40% | 22.16%-9.8pp | 245.62%-233.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,505 | $1,572+59.4% | $2,586-3.1% | $2,471+1.4% |
| Participant deferral / active EE | $3,124 | $2,740+14.0% | $3,890-19.7% | $3,740-16.5% |
| Admin fee / account holder | $846 | $3,356-74.8% | $4,881-82.7% | $5,306-84.1% |