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 | $33,130 | $78,483-57.8% | $106,201-68.8% | $74,546-55.6% |
| Participation rate | 84.6% | 72.8%+11.8pp | 75.3%+9.3pp | 67.2%+17.4pp |
| Annual return | 13.21% | 15.94%-2.7pp | 116.26%-103.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,818 | $2,522-27.9% | $3,170-42.6% | $2,624-30.7% |
| Participant deferral / active EE | $3,215 | $4,320-25.6% | $5,012-35.9% | $4,347-26.1% |
| Admin fee / account holder | $491 | $2,236-78.1% | $11,039-95.6% | $1,944-74.8% |