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 | $26,390 | $227,553-88.4% | $189,557-86.1% | $167,490-84.2% |
| Participation rate | 94.1% | 82.5%+11.6pp | 78.4%+15.7pp | 82.1%+12.0pp |
| Annual return | 15.65% | 78.40%-62.8pp | 64.17%-48.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,255 | $5,316-57.6% | $4,412-48.9% | $4,837-53.4% |
| Participant deferral / active EE | $3,844 | $7,002-45.1% | $6,174-37.7% | $6,341-39.4% |
| Admin fee / account holder | $2,710 | $11,878-77.2% | $9,807-72.4% | $12,309-78.0% |