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 | $58,530 | $77,899-24.9% | $149,673-60.9% | $75,163-22.1% |
| Participation rate | 89.5% | 65.6%+23.9pp | 78.8%+10.7pp | 67.2%+22.3pp |
| Annual return | 18.15% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,755 | $3,137-44.1% | $4,818-63.6% | $2,670-34.3% |
| Participant deferral / active EE | $3,993 | $3,411+17.1% | $5,680-29.7% | $4,125-3.2% |
| Admin fee / account holder | $1,451 | $5,956-75.6% | $13,210-89.0% | $5,651-74.3% |