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 | $55,205 | $48,335+14.2% | $121,098-54.4% | $71,457-22.7% |
| Participation rate | 72.5% | 54.3%+18.3pp | 69.5%+3.1pp | 67.9%+4.6pp |
| Annual return | 22.34% | 23.32%-1.0pp | 985.75%-963.4pp | 28.85%-6.5pp |
| Employer contribution / active EE | $1,499 | $1,489+0.7% | $4,164-64.0% | $2,588-42.1% |
| Participant deferral / active EE | $4,112 | $2,754+49.3% | $4,080+0.8% | $4,289-4.1% |
| Admin fee / account holder | $2,637 | $1,841+43.2% | $5,644-53.3% | $1,587+66.1% |