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 | $36,997 | $101,724-63.6% | $164,813-77.6% | $80,856-54.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.78% | 16.72%-1.9pp | 69.93%-55.2pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,633 | $2,953-44.7% | $4,341-62.4% | $2,755-40.7% |
| Participant deferral / active EE | $4,488 | $4,477+0.2% | $6,031-25.6% | $4,296+4.5% |
| Admin fee / account holder | $1,390 | $8,227-83.1% | $12,690-89.0% | $6,918-79.9% |