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 | $9,395 | $108,172-91.3% | $77,482-87.9% | $158,922-94.1% |
| Participation rate | 88.2% | 64.4%+23.8pp | 54.2%+34.0pp | 82.0%+6.3pp |
| Annual return | 24.24% | 31.67%-7.4pp | 54.79%-30.6pp | 302.83%-278.6pp |
| Employer contribution / active EE | $579 | $1,325-56.3% | $986-41.3% | $4,761-87.8% |
| Participant deferral / active EE | $2,104 | $2,456-14.3% | $1,861+13.1% | $5,982-64.8% |
| Admin fee / account holder | $822 | $3,708-77.8% | $2,858-71.3% | $11,246-92.7% |