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 | $57,011 | $70,669-19.3% | $169,368-66.3% | $75,163-24.2% |
| Participation rate | 80.0% | 64.8%+15.2pp | 77.1%+2.9pp | 67.2%+12.8pp |
| Annual return | 16.48% | 36.36%-19.9pp | 405.60%-389.1pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,168 | $2,211-47.2% | $4,013-70.9% | $2,670-56.3% |
| Participant deferral / active EE | $4,131 | $4,311-4.2% | $6,221-33.6% | $4,125+0.1% |
| Admin fee / account holder | $2,496 | $5,402-53.8% | $9,003-72.3% | $5,651-55.8% |