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 | $39,114 | $198,466-80.3% | $170,442-77.1% | $147,584-73.5% |
| Participation rate | 82.6% | 88.0%-5.4pp | 83.6%-1.0pp | 82.8%-0.2pp |
| Annual return | 19.49% | 257.29%-237.8pp | 205.93%-186.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,626 | $6,184-73.7% | $5,433-70.1% | $4,876-66.7% |
| Participant deferral / active EE | $2,627 | $5,629-53.3% | $4,939-46.8% | $5,439-51.7% |
| Admin fee / account holder | $675 | $16,852-96.0% | $13,880-95.1% | $10,885-93.8% |