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 | $42,557 | $104,907-59.4% | $84,611-49.7% | $152,861-72.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.62% | 373.79%-355.2pp | 258.74%-240.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,370 | $3,302-28.2% | $2,652-10.6% | $4,762-50.2% |
| Participant deferral / active EE | $1,287 | $4,688-72.5% | $3,899-67.0% | $5,850-78.0% |
| Admin fee / account holder | $689 | $6,241-89.0% | $4,912-86.0% | $11,596-94.1% |