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 | $61,475 | $86,286-28.8% | $111,297-44.8% | $85,850-28.4% |
| Participation rate | 83.7% | 73.3%+10.3pp | 77.3%+6.4pp | 69.3%+14.4pp |
| Annual return | 18.53% | 19.99%-1.5pp | 54.65%-36.1pp | 318.53%-300.0pp |
| Employer contribution / active EE | $1,279 | $2,043-37.4% | $2,731-53.2% | $2,565-50.1% |
| Participant deferral / active EE | $4,373 | $3,641+20.1% | $4,487-2.5% | $3,952+10.7% |
| Admin fee / account holder | $2,983 | $8,188-63.6% | $7,964-62.5% | $6,260-52.4% |