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 | $60,553 | $111,754-45.8% | $103,333-41.4% | $145,922-58.5% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 17.63% | 24.77%-7.1pp | 24.88%-7.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,307 | $4,212-45.2% | $3,868-40.3% | $4,660-50.5% |
| Participant deferral / active EE | $3,798 | $5,619-32.4% | $5,057-24.9% | $6,688-43.2% |
| Admin fee / account holder | $572 | $9,750-94.1% | $8,355-93.2% | $13,397-95.7% |