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 | $29,597 | $85,766-65.5% | $136,294-78.3% | $70,131-57.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.10% | 31.45%-7.4pp | 5155.94%-5131.8pp | 73.14%-49.0pp |
| Employer contribution / active EE | $1,510 | $2,966-49.1% | $4,695-67.9% | $2,342-35.6% |
| Participant deferral / active EE | $2,494 | $5,051-50.6% | $6,247-60.1% | $3,332-25.1% |
| Admin fee / account holder | $866 | $5,420-84.0% | $9,243-90.6% | $4,645-81.4% |