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 | $23,259 | $77,419-70.0% | $69,455-66.5% | $152,861-84.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 23.19% | 39.06%-15.9pp | 28.97%-5.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,045 | $3,315-8.2% | $2,779+9.6% | $4,762-36.1% |
| Participant deferral / active EE | $3,595 | $4,414-18.6% | $3,535+1.7% | $5,850-38.6% |
| Admin fee / account holder | $2,583 | $6,207-58.4% | $3,839-32.7% | $11,596-77.7% |