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 | $28,203 | $104,974-73.1% | $95,585-70.5% | $142,382-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.22% | 210.33%-190.1pp | 38.56%-18.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,231 | $2,779+16.3% | $2,527+27.9% | $4,299-24.8% |
| Participant deferral / active EE | $11,538 | $4,352+165.1% | $4,023+186.8% | $6,507+77.3% |
| Admin fee / account holder | $557 | $6,386-91.3% | $6,127-90.9% | $12,624-95.6% |