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 | $33,356 | $99,079-66.3% | $77,999-57.2% | $273,961-87.8% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.5%-1.8pp | 83.0%-9.3pp |
| Annual return | 6.31% | 217.93%-211.6pp | 425.96%-419.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $771 | $3,308-76.7% | $2,470-68.8% | $4,869-84.2% |
| Participant deferral / active EE | $4,742 | $4,306+10.1% | $3,497+35.6% | $5,287-10.3% |
| Admin fee / account holder | $454 | $8,954-94.9% | $5,480-91.7% | $10,132-95.5% |