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 | $32,178 | $76,000-57.7% | $154,107-79.1% | $64,186-49.9% |
| Participation rate | 98.8% | 70.4%+28.4pp | 83.0%+15.8pp | 69.6%+29.3pp |
| Annual return | 4.82% | 30.32%-25.5pp | 735.12%-730.3pp | 7.63%-2.8pp |
| Employer contribution / active EE | $1,911 | $3,351-43.0% | $5,298-63.9% | $2,381-19.8% |
| Participant deferral / active EE | $1,047 | $3,175-67.0% | $5,081-79.4% | $3,470-69.8% |
| Admin fee / account holder | $1,283 | $5,596-77.1% | $13,411-90.4% | $4,888-73.8% |