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 | $29,555 | $157,256-81.2% | $141,162-79.1% | $152,861-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.05% | 64.32%-47.3pp | 71.39%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,102 | $5,261-79.1% | $4,735-76.7% | $4,762-76.9% |
| Participant deferral / active EE | $7,732 | $7,109+8.8% | $6,709+15.3% | $5,850+32.2% |
| Admin fee / account holder | $2,181 | $12,120-82.0% | $10,261-78.7% | $11,596-81.2% |