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 5-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 | $11,506 | $90,348-87.3% | $75,972-84.9% | $145,922-92.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.45% | 620.88%-608.4pp | 359.55%-347.1pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,559 | $3,311-52.9% | $2,685-41.9% | $4,660-66.5% |
| Participant deferral / active EE | $2,339 | $5,162-54.7% | $4,255-45.0% | $6,688-65.0% |
| Admin fee / account holder | $1,870 | $8,467-77.9% | $6,467-71.1% | $13,397-86.0% |