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 | $35,872 | $89,355-59.9% | $141,162-74.6% | $72,985-50.8% |
| Participation rate | 73.2% | 75.1%-1.9pp | 82.5%-9.3pp | 69.5%+3.7pp |
| Annual return | 34.09% | 111.85%-77.8pp | 71.39%-37.3pp | 81.00%-46.9pp |
| Employer contribution / active EE | $1,876 | $3,114-39.7% | $4,735-60.4% | $2,440-23.1% |
| Participant deferral / active EE | $2,500 | $5,418-53.9% | $6,709-62.7% | $3,607-30.7% |
| Admin fee / account holder | $666 | $5,958-88.8% | $10,261-93.5% | $5,124-87.0% |