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 | $36,578 | $148,534-75.4% | $135,903-73.1% | $139,434-73.8% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 21.22% | 79.19%-58.0pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,633 | $5,243-68.8% | $4,856-66.4% | $4,751-65.6% |
| Participant deferral / active EE | $7,990 | $8,100-1.4% | $7,758+3.0% | $6,710+19.1% |
| Admin fee / account holder | $1,113 | $12,400-91.0% | $10,762-89.7% | $11,403-90.2% |