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 | $92,307 | $102,547-10.0% | $78,210+18.0% | $147,584-37.5% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 16.36% | 51.08%-34.7pp | 40.90%-24.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $575 | $2,617-78.0% | $2,034-71.7% | $4,876-88.2% |
| Participant deferral / active EE | $3,362 | $3,481-3.4% | $2,823+19.1% | $5,439-38.2% |
| Admin fee / account holder | $558 | $5,059-89.0% | $3,758-85.1% | $10,885-94.9% |