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 | $15,755 | $54,705-71.2% | $71,209-77.9% | $84,808-81.4% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.8%+15.1pp | 68.3%+20.6pp |
| Annual return | 24.72% | 35.90%-11.2pp | 282.51%-257.8pp | 40.90%-16.2pp |
| Employer contribution / active EE | $1,016 | $2,158-52.9% | $2,721-62.7% | $2,631-61.4% |
| Participant deferral / active EE | $1,344 | $3,030-55.7% | $4,175-67.8% | $4,212-68.1% |
| Admin fee / account holder | $415 | $4,863-91.5% | $5,349-92.2% | $7,344-94.3% |