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 | $34,177 | $84,233-59.4% | $170,442-79.9% | $70,131-51.3% |
| Participation rate | 95.2% | 70.8%+24.4pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 19.45% | 23.06%-3.6pp | 205.93%-186.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,880 | $3,387-44.5% | $5,433-65.4% | $2,342-19.8% |
| Participant deferral / active EE | $1,366 | $3,086-55.7% | $4,939-72.3% | $3,332-59.0% |
| Admin fee / account holder | $1,741 | $5,698-69.4% | $13,880-87.5% | $4,645-62.5% |