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 6-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 | $44,036 | $78,422-43.8% | $95,952-54.1% | $79,858-44.9% |
| Participation rate | 72.7% | 73.5%-0.8pp | 77.1%-4.3pp | 69.6%+3.1pp |
| Annual return | 20.67% | 19.37%+1.3pp | 91.61%-70.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $704 | $1,945-63.8% | $2,541-72.3% | $2,471-71.5% |
| Participant deferral / active EE | $2,310 | $3,440-32.9% | $4,167-44.6% | $3,740-38.2% |
| Admin fee / account holder | $4,328 | $5,622-23.0% | $6,795-36.3% | $5,306-18.4% |