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 | $34,678 | $202,318-82.9% | $172,739-79.9% | $152,861-77.3% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 27.98% | 1029.65%-1001.7pp | 802.84%-774.9pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,721 | $5,856-70.6% | $5,143-66.5% | $4,762-63.9% |
| Participant deferral / active EE | $5,810 | $5,948-2.3% | $5,198+11.8% | $5,850-0.7% |
| Admin fee / account holder | $1,802 | $17,109-89.5% | $13,954-87.1% | $11,596-84.5% |