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 | $33,965 | $117,841-71.2% | $102,423-66.8% | $145,922-76.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.58% | 31.65%-13.1pp | 29.32%-10.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $10,230 | $3,615+183.0% | $3,023+238.4% | $4,660+119.5% |
| Participant deferral / active EE | $38,134 | $5,731+565.4% | $5,053+654.7% | $6,688+470.2% |
| Admin fee / account holder | $3,520 | $13,326-73.6% | $9,451-62.8% | $13,397-73.7% |