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 | $83,365 | $85,766-2.8% | $136,294-38.8% | $70,131+18.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.30% | 31.45%-16.2pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,910 | $2,966-35.6% | $4,695-59.3% | $2,342-18.5% |
| Participant deferral / active EE | $3,745 | $5,051-25.9% | $6,247-40.1% | $3,332+12.4% |
| Admin fee / account holder | $821 | $5,420-84.8% | $9,243-91.1% | $4,645-82.3% |