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 | $39,475 | $171,164-76.9% | $127,761-69.1% | $152,861-74.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 22.15% | 23.54%-1.4pp | 26.14%-4.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,603 | $5,447-70.6% | $4,574-64.9% | $4,762-66.3% |
| Participant deferral / active EE | $2,782 | $7,038-60.5% | $6,021-53.8% | $5,850-52.4% |
| Admin fee / account holder | $1,775 | $14,530-87.8% | $9,395-81.1% | $11,596-84.7% |