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 | $30,719 | $105,181-70.8% | $159,436-80.7% | $85,850-64.2% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.8%-7.2pp | 69.3%+6.3pp |
| Annual return | 17.86% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,400 | $5,945-26.0% | $7,352-40.2% | $3,952+11.3% |
| Admin fee / account holder | $1,462 | $6,933-78.9% | $10,799-86.5% | $6,260-76.6% |