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 | $38,326 | $198,466-80.7% | $170,442-77.5% | $147,584-74.0% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 26.99% | 257.29%-230.3pp | 205.93%-178.9pp | 578.55%-551.6pp |
| Employer contribution / active EE | $1,720 | $6,184-72.2% | $5,433-68.3% | $4,876-64.7% |
| Participant deferral / active EE | $2,459 | $5,629-56.3% | $4,939-50.2% | $5,439-54.8% |
| Admin fee / account holder | $460 | $16,852-97.3% | $13,880-96.7% | $10,885-95.8% |