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 4-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 | $46,869 | $88,672-47.1% | $105,223-55.5% | $82,448-43.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 28.81% | 30.86%-2.0pp | 180.65%-151.8pp | 41.64%-12.8pp |
| Employer contribution / active EE | $8,021 | $3,048+163.2% | $3,689+117.5% | $2,551+214.4% |
| Participant deferral / active EE | $10,795 | $4,036+167.5% | $5,072+112.8% | $4,139+160.8% |
| Admin fee / account holder | $928 | $7,146-87.0% | $8,859-89.5% | $7,234-87.2% |