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 | $48,442 | $108,919-55.5% | $100,391-51.7% | $145,922-66.8% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 13.67% | 57.88%-44.2pp | 49.20%-35.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,091 | $4,419-75.3% | $3,942-72.3% | $4,660-76.6% |
| Participant deferral / active EE | $10,377 | $8,445+22.9% | $8,082+28.4% | $6,688+55.2% |
| Admin fee / account holder | $1,644 | $9,689-83.0% | $7,899-79.2% | $13,397-87.7% |