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 | $28,615 | $117,841-75.7% | $102,423-72.1% | $145,922-80.4% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 8.81% | 31.65%-22.8pp | 29.32%-20.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,600 | $3,615-55.7% | $3,023-47.1% | $4,660-65.7% |
| Participant deferral / active EE | $2,183 | $5,731-61.9% | $5,053-56.8% | $6,688-67.4% |
| Admin fee / account holder | $361 | $13,326-97.3% | $9,451-96.2% | $13,397-97.3% |