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 | $50,880 | $30,400+67.4% | $53,898-5.6% | $84,808-40.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 15.45% | 500.19%-484.7pp | 528.60%-513.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $114 | $603-81.1% | $932-87.8% | $2,631-95.7% |
| Participant deferral / active EE | $1,559 | $1,199+30.0% | $1,826-14.7% | $4,212-63.0% |
| Admin fee / account holder | $17,554 | $1,993+780.6% | $2,491+604.7% | $7,344+139.0% |