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 | $34,437 | $91,037-62.2% | $71,671-52.0% | $147,584-76.7% |
| Participation rate | 90.9% | 76.1%+14.8pp | 68.7%+22.2pp | 82.8%+8.1pp |
| Annual return | 14.92% | 20.48%-5.6pp | 20.65%-5.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,336 | $3,327-59.8% | $2,460-45.7% | $4,876-72.6% |
| Participant deferral / active EE | $2,975 | $4,498-33.9% | $3,438-13.5% | $5,439-45.3% |
| Admin fee / account holder | $775 | $8,613-91.0% | $5,558-86.1% | $10,885-92.9% |