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 | $51,350 | $75,828-32.3% | $147,614-65.2% | $59,632-13.9% |
| Participation rate | 89.7% | 71.6%+18.1pp | 84.6%+5.0pp | 68.7%+21.0pp |
| Annual return | 1.63% | 0.37%+1.3pp | 61.98%-60.3pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $1,192 | $3,485-65.8% | $5,564-78.6% | $2,203-45.9% |
| Participant deferral / active EE | $4,502 | $3,130+43.8% | $4,895-8.0% | $3,192+41.1% |
| Admin fee / account holder | $695 | $5,985-88.4% | $11,611-94.0% | $4,297-83.8% |