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 | $27,099 | $103,376-73.8% | $87,100-68.9% | $152,861-82.3% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.9%+14.4pp | 82.4%+8.9pp |
| Annual return | 24.22% | 28.10%-3.9pp | 28.19%-4.0pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,445 | $3,220-55.1% | $2,521-42.7% | $4,762-69.7% |
| Participant deferral / active EE | $2,237 | $4,778-53.2% | $4,049-44.7% | $5,850-61.8% |
| Admin fee / account holder | $461 | $12,205-96.2% | $7,497-93.9% | $11,596-96.0% |