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 | $18,957 | $95,416-80.1% | $185,823-89.8% | $85,850-77.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.59% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,557 | $3,314-22.8% | $5,167-50.5% | $2,565-0.3% |
| Participant deferral / active EE | $2,958 | $3,423-13.6% | $5,568-46.9% | $3,952-25.1% |
| Admin fee / account holder | $1,903 | $7,213-73.6% | $16,237-88.3% | $6,260-69.6% |