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 | $53,141 | $77,145-31.1% | $108,410-51.0% | $85,850-38.1% |
| Participation rate | 72.4% | 74.7%-2.3pp | 80.1%-7.7pp | 69.3%+3.1pp |
| Annual return | 18.90% | 44.54%-25.6pp | 905.27%-886.4pp | 318.53%-299.6pp |
| Employer contribution / active EE | $306 | $2,379-87.1% | $3,558-91.4% | $2,565-88.1% |
| Participant deferral / active EE | $3,806 | $5,566-31.6% | $6,563-42.0% | $3,952-3.7% |
| Admin fee / account holder | $6,349 | $5,172+22.8% | $7,295-13.0% | $6,260+1.4% |