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 | $37,086 | $77,899-52.4% | $149,673-75.2% | $75,163-50.7% |
| Participation rate | 95.9% | 65.6%+30.3pp | 78.8%+17.1pp | 67.2%+28.7pp |
| Annual return | 16.75% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,327 | $3,137-25.8% | $4,818-51.7% | $2,670-12.8% |
| Participant deferral / active EE | $3,763 | $3,411+10.3% | $5,680-33.8% | $4,125-8.8% |
| Admin fee / account holder | $1,511 | $5,956-74.6% | $13,210-88.6% | $5,651-73.3% |