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 | $113,388 | $98,240+15.4% | $82,313+37.8% | $147,584-23.2% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 11.96% | 30.85%-18.9pp | 25.88%-13.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $785 | $3,192-75.4% | $2,428-67.7% | $4,876-83.9% |
| Participant deferral / active EE | $2,559 | $4,383-41.6% | $3,706-31.0% | $5,439-53.0% |
| Admin fee / account holder | $3,263 | $8,563-61.9% | $5,608-41.8% | $10,885-70.0% |