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 | $30,411 | $51,576-41.0% | $129,207-76.5% | $80,856-62.4% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 13.16% | 20.81%-7.7pp | 9417.33%-9404.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $409 | $1,584-74.2% | $4,153-90.2% | $2,755-85.2% |
| Participant deferral / active EE | $3,124 | $2,669+17.1% | $4,168-25.0% | $4,296-27.3% |
| Admin fee / account holder | $2,801 | $4,305-34.9% | $7,715-63.7% | $6,918-59.5% |