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 | $56,595 | $165,912-65.9% | $122,332-53.7% | $147,584-61.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.00% | 34.55%-19.6pp | 30.27%-15.3pp | 578.55%-563.5pp |
| Employer contribution / active EE | $856 | $5,754-85.1% | $4,050-78.9% | $4,876-82.4% |
| Participant deferral / active EE | $7,171 | $4,005+79.0% | $3,287+118.2% | $5,439+31.9% |
| Admin fee / account holder | $344 | $7,424-95.4% | $5,478-93.7% | $10,885-96.8% |