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 | $49,943 | $81,460-38.7% | $103,333-51.7% | $80,856-38.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.41% | 25.55%-11.1pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,310 | $3,105-57.8% | $3,868-66.1% | $2,755-52.5% |
| Participant deferral / active EE | $5,999 | $3,869+55.1% | $5,057+18.6% | $4,296+39.6% |
| Admin fee / account holder | $1,685 | $6,566-74.3% | $8,355-79.8% | $6,918-75.6% |