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 | $22,748 | $39,019-41.7% | $80,716-71.8% | $85,850-73.5% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 12.02% | 26.27%-14.2pp | 87.28%-75.3pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,197 | $722+342.7% | $1,160+175.6% | $2,565+24.6% |
| Participant deferral / active EE | $1,000 | $1,326-24.6% | $2,146-53.4% | $3,952-74.7% |
| Admin fee / account holder | $1,524 | $2,431-37.3% | $3,380-54.9% | $6,260-75.7% |