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 | $30,698 | $85,766-64.2% | $136,294-77.5% | $70,131-56.2% |
| Participation rate | 72.3% | 74.2%-1.9pp | 81.9%-9.6pp | 69.5%+2.7pp |
| Annual return | 34.08% | 31.45%+2.6pp | 5155.94%-5121.9pp | 73.14%-39.1pp |
| Employer contribution / active EE | $4,480 | $2,966+51.1% | $4,695-4.6% | $2,342+91.3% |
| Participant deferral / active EE | $6,540 | $5,051+29.5% | $6,247+4.7% | $3,332+96.3% |
| Admin fee / account holder | $2,883 | $5,420-46.8% | $9,243-68.8% | $4,645-37.9% |