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 | $34,813 | $65,041-46.5% | $90,951-61.7% | $79,858-56.4% |
| Participation rate | 89.2% | 61.6%+27.6pp | 69.0%+20.2pp | 69.6%+19.6pp |
| Annual return | 20.66% | 30.45%-9.8pp | 134.60%-113.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,044 | $1,247+63.9% | $2,122-3.7% | $2,471-17.3% |
| Participant deferral / active EE | $2,717 | $2,512+8.2% | $3,373-19.5% | $3,740-27.4% |
| Admin fee / account holder | $424 | $4,536-90.7% | $5,959-92.9% | $5,306-92.0% |