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 | $41,884 | $47,848-12.5% | $81,478-48.6% | $70,131-40.3% |
| Participation rate | 96.0% | 58.3%+37.7pp | 68.0%+28.0pp | 69.5%+26.5pp |
| Annual return | 40.78% | 27.25%+13.5pp | 38.78%+2.0pp | 73.14%-32.4pp |
| Employer contribution / active EE | $3,781 | $1,527+147.6% | $2,568+47.3% | $2,342+61.4% |
| Participant deferral / active EE | $9,099 | $2,453+270.9% | $3,537+157.3% | $3,332+173.1% |
| Admin fee / account holder | $1,501 | $3,145-52.3% | $4,561-67.1% | $4,645-67.7% |