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 | $30,922 | $157,256-80.3% | $141,162-78.1% | $152,861-79.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 22.96% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,787 | $5,261-28.0% | $4,735-20.0% | $4,762-20.5% |
| Participant deferral / active EE | $7,497 | $7,109+5.5% | $6,709+11.7% | $5,850+28.2% |
| Admin fee / account holder | $8,610 | $12,120-29.0% | $10,261-16.1% | $11,596-25.8% |