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 | $41,630 | $110,257-62.2% | $96,544-56.9% | $139,434-70.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.38% | 26.32%-11.9pp | 25.84%-11.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,765 | $3,620-51.2% | $2,965-40.5% | $4,751-62.8% |
| Participant deferral / active EE | $4,623 | $5,548-16.7% | $4,851-4.7% | $6,710-31.1% |
| Admin fee / account holder | $2,049 | $11,591-82.3% | $8,252-75.2% | $11,403-82.0% |