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 | $28,371 | $34,308-17.3% | $74,701-62.0% | $72,985-61.1% |
| Participation rate | 80.0% | 42.4%+37.6pp | 54.5%+25.5pp | 69.5%+10.5pp |
| Annual return | 19.48% | 26.58%-7.1pp | 752.92%-733.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,449 | $692+109.6% | $1,084+33.7% | $2,440-40.6% |
| Participant deferral / active EE | $3,111 | $1,271+144.7% | $1,964+58.5% | $3,607-13.7% |
| Admin fee / account holder | $498 | $2,124-76.6% | $3,333-85.1% | $5,124-90.3% |