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 | $17,469 | $57,281-69.5% | $86,612-79.8% | $75,163-76.8% |
| Participation rate | 73.8% | 63.2%+10.6pp | 71.7%+2.1pp | 67.2%+6.6pp |
| Annual return | 22.70% | 2670.75%-2648.1pp | 591.07%-568.4pp | 160.62%-137.9pp |
| Employer contribution / active EE | $1,713 | $2,314-26.0% | $3,022-43.3% | $2,670-35.8% |
| Participant deferral / active EE | $2,972 | $3,318-10.4% | $4,438-33.0% | $4,125-27.9% |
| Admin fee / account holder | $2,441 | $4,112-40.6% | $5,614-56.5% | $5,651-56.8% |