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 | $114,387 | $99,652+14.8% | $78,778+45.2% | $147,584-22.5% |
| Participation rate | 76.5% | 76.2%+0.2pp | 69.2%+7.3pp | 82.8%-6.4pp |
| Annual return | 14.64% | 47.28%-32.6pp | 35.62%-21.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $809 | $2,796-71.1% | $1,986-59.2% | $4,876-83.4% |
| Participant deferral / active EE | $2,302 | $3,664-37.2% | $2,958-22.2% | $5,439-57.7% |
| Admin fee / account holder | $5,246 | $7,155-26.7% | $5,134+2.2% | $10,885-51.8% |