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 | $34,856 | $100,773-65.4% | $88,946-60.8% | $142,382-75.5% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 17.65% | 70.18%-52.5pp | 57.82%-40.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $531 | $2,918-81.8% | $2,555-79.2% | $4,299-87.7% |
| Participant deferral / active EE | $3,246 | $5,230-37.9% | $4,581-29.1% | $6,507-50.1% |
| Admin fee / account holder | $1,266 | $9,693-86.9% | $8,261-84.7% | $12,624-90.0% |