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 | $31,843 | $112,096-71.6% | $95,952-66.8% | $158,922-80.0% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 17.58% | 171.09%-153.5pp | 91.61%-74.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,626 | $3,198-49.1% | $2,541-36.0% | $4,761-65.8% |
| Participant deferral / active EE | $5,454 | $4,784+14.0% | $4,167+30.9% | $5,982-8.8% |
| Admin fee / account holder | $681 | $10,130-93.3% | $6,795-90.0% | $11,246-93.9% |