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 | $44,547 | $99,079-55.0% | $77,999-42.9% | $273,961-83.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.68% | 217.93%-214.2pp | 425.96%-422.3pp | 41.45%-37.8pp |
| Employer contribution / active EE | $6,961 | $3,308+110.5% | $2,470+181.8% | $4,869+43.0% |
| Participant deferral / active EE | $1,306 | $4,306-69.7% | $3,497-62.6% | $5,287-75.3% |
| Admin fee / account holder | $614 | $8,954-93.1% | $5,480-88.8% | $10,132-93.9% |