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 | $46,261 | $70,669-34.5% | $169,368-72.7% | $75,163-38.5% |
| Participation rate | 84.6% | 64.8%+19.8pp | 77.1%+7.5pp | 67.2%+17.4pp |
| Annual return | 19.45% | 36.36%-16.9pp | 405.60%-386.1pp | 160.62%-141.2pp |
| Employer contribution / active EE | $4,778 | $2,211+116.1% | $4,013+19.1% | $2,670+79.0% |
| Participant deferral / active EE | $8,174 | $4,311+89.6% | $6,221+31.4% | $4,125+98.1% |
| Admin fee / account holder | $17,426 | $5,402+222.6% | $9,003+93.5% | $5,651+208.4% |