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 | $25,656 | $81,632-68.6% | $70,449-63.6% | $158,922-83.9% |
| Participation rate | 81.8% | 77.7%+4.1pp | 75.1%+6.8pp | 82.0%-0.1pp |
| Annual return | 20.71% | 208.40%-187.7pp | 109.03%-88.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,012 | $3,217-68.5% | $2,737-63.0% | $4,761-78.7% |
| Participant deferral / active EE | $6,675 | $4,554+46.6% | $3,709+80.0% | $5,982+11.6% |
| Admin fee / account holder | $854 | $6,193-86.2% | $3,845-77.8% | $11,246-92.4% |