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 | $43,205 | $77,419-44.2% | $69,455-37.8% | $152,861-71.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.4%+6.4pp |
| Annual return | 26.73% | 39.06%-12.3pp | 28.97%-2.2pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,538 | $3,315-53.6% | $2,779-44.7% | $4,762-67.7% |
| Participant deferral / active EE | $7,598 | $4,414+72.2% | $3,535+114.9% | $5,850+29.9% |
| Admin fee / account holder | $5,366 | $6,207-13.5% | $3,839+39.8% | $11,596-53.7% |