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 | $78,223 | $63,346+23.5% | $92,233-15.2% | $70,131+11.5% |
| Participation rate | 86.4% | 68.7%+17.7pp | 76.5%+9.9pp | 69.5%+16.8pp |
| Annual return | 17.49% | 530.12%-512.6pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $634 | $2,471-74.3% | $3,679-82.8% | $2,342-72.9% |
| Participant deferral / active EE | $6,075 | $2,854+112.9% | $3,897+55.9% | $3,332+82.3% |
| Admin fee / account holder | $9,026 | $3,840+135.0% | $5,194+73.8% | $4,645+94.3% |