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 | $51,700 | $58,694-11.9% | $142,863-63.8% | $85,850-39.8% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 13.44% | 27.72%-14.3pp | 5637.54%-5624.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,856 | $1,423+30.4% | $4,144-55.2% | $2,565-27.7% |
| Participant deferral / active EE | $2,315 | $2,607-11.2% | $3,837-39.7% | $3,952-41.4% |
| Admin fee / account holder | $3,713 | $4,239-12.4% | $6,560-43.4% | $6,260-40.7% |