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 4-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 | $29,832 | $179,726-83.4% | $156,263-80.9% | $142,382-79.0% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 23.59% | 77.86%-54.3pp | 59.47%-35.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,102 | $5,069-58.5% | $4,333-51.5% | $4,299-51.1% |
| Participant deferral / active EE | $9,573 | $6,956+37.6% | $6,158+55.5% | $6,507+47.1% |
| Admin fee / account holder | $323 | $17,272-98.1% | $14,255-97.7% | $12,624-97.4% |