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 | $37,948 | $48,364-21.5% | $71,796-47.1% | $62,891-39.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 9.99% | 13.16%-3.2pp | 78.04%-68.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $3,261 | $1,042+213.0% | $1,924+69.4% | $2,281+43.0% |
| Participant deferral / active EE | $1,622 | $2,091-22.4% | $2,794-41.9% | $3,203-49.4% |
| Admin fee / account holder | $2,151 | $3,771-43.0% | $4,815-55.3% | $4,296-49.9% |