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 | $40,315 | $89,753-55.1% | $107,525-62.5% | $84,808-52.5% |
| Participation rate | 88.4% | 68.1%+20.3pp | 75.1%+13.3pp | 68.3%+20.1pp |
| Annual return | 17.21% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,667 | $3,113-46.4% | $3,754-55.6% | $2,631-36.6% |
| Participant deferral / active EE | $4,419 | $4,056+8.9% | $5,116-13.6% | $4,212+4.9% |
| Admin fee / account holder | $650 | $7,222-91.0% | $8,919-92.7% | $7,344-91.2% |