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 | $24,309 | $58,828-58.7% | $77,999-68.8% | $62,891-61.3% |
| Participation rate | 86.7% | 71.1%+15.6pp | 75.5%+11.1pp | 69.3%+17.4pp |
| Annual return | 15.89% | 17.16%-1.3pp | 425.96%-410.1pp | 20.14%-4.2pp |
| Employer contribution / active EE | $2,171 | $1,672+29.9% | $2,470-12.1% | $2,281-4.8% |
| Participant deferral / active EE | $3,374 | $2,686+25.6% | $3,497-3.5% | $3,203+5.3% |
| Admin fee / account holder | $6,099 | $4,393+38.8% | $5,480+11.3% | $4,296+42.0% |