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 | $43,154 | $88,672-51.3% | $105,223-59.0% | $82,448-47.7% |
| Participation rate | 97.8% | 67.9%+29.9pp | 75.0%+22.7pp | 68.1%+29.7pp |
| Annual return | 13.44% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $3,167 | $3,048+3.9% | $3,689-14.1% | $2,551+24.2% |
| Participant deferral / active EE | $4,856 | $4,036+20.3% | $5,072-4.3% | $4,139+17.3% |
| Admin fee / account holder | $2,249 | $7,146-68.5% | $8,859-74.6% | $7,234-68.9% |