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 | $32,107 | $81,248-60.5% | $155,509-79.4% | $80,856-60.3% |
| Participation rate | 71.1% | 66.2%+4.9pp | 78.2%-7.1pp | 67.6%+3.5pp |
| Annual return | 13.79% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,060 | $3,100-65.8% | $4,672-77.3% | $2,755-61.5% |
| Participant deferral / active EE | $4,430 | $3,452+28.3% | $5,626-21.3% | $4,296+3.1% |
| Admin fee / account holder | $598 | $7,997-92.5% | $15,912-96.2% | $6,918-91.4% |