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 | $109,169 | $60,022+81.9% | $88,946+22.7% | $84,808+28.7% |
| Participation rate | 80.8% | 57.8%+22.9pp | 68.8%+11.9pp | 68.3%+12.5pp |
| Annual return | 16.01% | 22.43%-6.4pp | 57.82%-41.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $938 | $1,703-44.9% | $2,555-63.3% | $2,631-64.3% |
| Participant deferral / active EE | $3,258 | $3,114+4.6% | $4,581-28.9% | $4,212-22.6% |
| Admin fee / account holder | $1,130 | $4,811-76.5% | $8,261-86.3% | $7,344-84.6% |