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 | $49,770 | $71,050-30.0% | $93,606-46.8% | $80,856-38.4% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.7pp | 67.6%+29.8pp |
| Annual return | 18.65% | 11.26%+7.4pp | 133.20%-114.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $5,057 | $1,564+223.4% | $2,420+109.0% | $2,755+83.6% |
| Participant deferral / active EE | $2,525 | $4,034-37.4% | $4,411-42.8% | $4,296-41.2% |
| Admin fee / account holder | $1,034 | $6,945-85.1% | $8,285-87.5% | $6,918-85.1% |