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 | $25,169 | $70,669-64.4% | $169,368-85.1% | $75,163-66.5% |
| Participation rate | 96.0% | 64.8%+31.2pp | 77.1%+18.9pp | 67.2%+28.8pp |
| Annual return | 14.81% | 36.36%-21.5pp | 405.60%-390.8pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,560 | $2,211-29.4% | $4,013-61.1% | $2,670-41.6% |
| Participant deferral / active EE | $3,808 | $4,311-11.7% | $6,221-38.8% | $4,125-7.7% |
| Admin fee / account holder | $4,895 | $5,402-9.4% | $9,003-45.6% | $5,651-13.4% |