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 | $44,903 | $77,899-42.4% | $149,673-70.0% | $75,163-40.3% |
| Participation rate | 76.4% | 65.6%+10.8pp | 78.8%-2.4pp | 67.2%+9.2pp |
| Annual return | 17.38% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,540 | $3,137-19.0% | $4,818-47.3% | $2,670-4.9% |
| Participant deferral / active EE | $4,450 | $3,411+30.4% | $5,680-21.7% | $4,125+7.9% |
| Admin fee / account holder | $403 | $5,956-93.2% | $13,210-97.0% | $5,651-92.9% |