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 | $35,130 | $198,466-82.3% | $170,442-79.4% | $147,584-76.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 39.94% | 257.29%-217.4pp | 205.93%-166.0pp | 578.55%-538.6pp |
| Employer contribution / active EE | $1,955 | $6,184-68.4% | $5,433-64.0% | $4,876-59.9% |
| Participant deferral / active EE | $7,497 | $5,629+33.2% | $4,939+51.8% | $5,439+37.8% |
| Admin fee / account holder | $1,432 | $16,852-91.5% | $13,880-89.7% | $10,885-86.8% |