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 | $72,022 | $105,181-31.5% | $159,436-54.8% | $85,850-16.1% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.8%+7.8pp | 69.3%+21.3pp |
| Annual return | 12.90% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,298 | $5,945+22.8% | $7,352-0.7% | $3,952+84.7% |
| Admin fee / account holder | $4,555 | $6,933-34.3% | $10,799-57.8% | $6,260-27.2% |