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 | $31,900 | $53,127-40.0% | $86,590-63.2% | $70,131-54.5% |
| Participation rate | 89.3% | 65.3%+24.0pp | 73.5%+15.7pp | 69.5%+19.7pp |
| Annual return | 20.97% | 27.66%-6.7pp | 964.84%-943.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,057 | $2,068-48.9% | $2,839-62.8% | $2,342-54.9% |
| Participant deferral / active EE | $2,498 | $2,696-7.3% | $3,609-30.8% | $3,332-25.0% |
| Admin fee / account holder | $492 | $3,585-86.3% | $4,906-90.0% | $4,645-89.4% |