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 | $37,204 | $106,890-65.2% | $84,015-55.7% | $152,861-75.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.75% | 104.99%-87.2pp | 71.31%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $766 | $2,734-72.0% | $1,983-61.4% | $4,762-83.9% |
| Participant deferral / active EE | $2,621 | $4,011-34.7% | $3,239-19.1% | $5,850-55.2% |
| Admin fee / account holder | $646 | $8,285-92.2% | $6,101-89.4% | $11,596-94.4% |