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 | $24,445 | $78,672-68.9% | $109,143-77.6% | $85,850-71.5% |
| Participation rate | 96.0% | 68.3%+27.7pp | 75.9%+20.1pp | 69.3%+26.7pp |
| Annual return | 13.85% | 25.09%-11.2pp | 25.75%-11.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $761 | $2,735-72.2% | $3,722-79.6% | $2,565-70.3% |
| Participant deferral / active EE | $5,183 | $3,467+49.5% | $4,653+11.4% | $3,952+31.2% |
| Admin fee / account holder | $589 | $5,469-89.2% | $6,752-91.3% | $6,260-90.6% |