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 | $25,390 | $99,079-74.4% | $77,999-67.4% | $273,961-90.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.28% | 217.93%-210.6pp | 425.96%-418.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,625 | $3,308-20.6% | $2,470+6.3% | $4,869-46.1% |
| Participant deferral / active EE | $9,336 | $4,306+116.8% | $3,497+167.0% | $5,287+76.6% |
| Admin fee / account holder | $2,870 | $8,954-67.9% | $5,480-47.6% | $10,132-71.7% |