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 | $48,250 | $116,175-58.5% | $93,606-48.5% | $152,861-68.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.62% | 35.96%-17.3pp | 32.76%-14.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $7,392 | $3,218+129.7% | $2,718+172.0% | $4,762+55.2% |
| Participant deferral / active EE | $4,203 | $4,603-8.7% | $4,069+3.3% | $5,850-28.2% |
| Admin fee / account holder | $557 | $10,748-94.8% | $7,888-92.9% | $11,596-95.2% |