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 | $11,945 | $81,632-85.4% | $70,449-83.0% | $158,922-92.5% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 13.44% | 208.40%-195.0pp | 109.03%-95.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $495 | $3,217-84.6% | $2,737-81.9% | $4,761-89.6% |
| Participant deferral / active EE | $1,996 | $4,554-56.2% | $3,709-46.2% | $5,982-66.6% |
| Admin fee / account holder | $3,183 | $6,193-48.6% | $3,845-17.2% | $11,246-71.7% |