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 | $39,215 | $102,966-61.9% | $90,281-56.6% | $152,861-74.3% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 31.97% | 95.16%-63.2pp | 78.10%-46.1pp | 345.32%-313.3pp |
| Employer contribution / active EE | $2,052 | $3,139-34.6% | $2,854-28.1% | $4,762-56.9% |
| Participant deferral / active EE | $5,390 | $4,281+25.9% | $3,885+38.7% | $5,850-7.9% |
| Admin fee / account holder | $457 | $6,171-92.6% | $5,351-91.5% | $11,596-96.1% |