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 | $58,440 | $34,308+70.3% | $74,701-21.8% | $72,985-19.9% |
| Participation rate | 79.5% | 42.4%+37.1pp | 54.5%+25.0pp | 69.5%+10.0pp |
| Annual return | 23.56% | 26.58%-3.0pp | 752.92%-729.4pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,206 | $692+74.3% | $1,084+11.3% | $2,440-50.6% |
| Participant deferral / active EE | $2,914 | $1,271+129.2% | $1,964+48.4% | $3,607-19.2% |
| Admin fee / account holder | $825 | $2,124-61.2% | $3,333-75.3% | $5,124-83.9% |