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 | $24,497 | $81,632-70.0% | $70,449-65.2% | $158,922-84.6% |
| Participation rate | 91.3% | 77.7%+13.6pp | 75.1%+16.2pp | 82.0%+9.3pp |
| Annual return | 16.60% | 208.40%-191.8pp | 109.03%-92.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $725 | $3,217-77.5% | $2,737-73.5% | $4,761-84.8% |
| Participant deferral / active EE | $6,332 | $4,554+39.0% | $3,709+70.7% | $5,982+5.8% |
| Admin fee / account holder | $628 | $6,193-89.9% | $3,845-83.7% | $11,246-94.4% |