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 | $61,460 | $85,766-28.3% | $136,294-54.9% | $70,131-12.4% |
| Participation rate | 95.5% | 74.2%+21.4pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 15.48% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $746 | $2,966-74.8% | $4,695-84.1% | $2,342-68.1% |
| Participant deferral / active EE | $3,506 | $5,051-30.6% | $6,247-43.9% | $3,332+5.2% |
| Admin fee / account holder | $3,300 | $5,420-39.1% | $9,243-64.3% | $4,645-29.0% |