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 | $35,793 | $63,346-43.5% | $92,233-61.2% | $70,131-49.0% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 23.79% | 530.12%-506.3pp | 176.28%-152.5pp | 73.14%-49.3pp |
| Employer contribution / active EE | $2,929 | $2,471+18.5% | $3,679-20.4% | $2,342+25.0% |
| Participant deferral / active EE | $4,416 | $2,854+54.7% | $3,897+13.3% | $3,332+32.5% |
| Admin fee / account holder | $1,111 | $3,840-71.1% | $5,194-78.6% | $4,645-76.1% |