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 | $30,794 | $101,618-69.7% | $93,063-66.9% | $137,256-77.6% |
| Participation rate | 88.2% | 74.9%+13.3pp | 72.1%+16.1pp | 80.0%+8.3pp |
| Annual return | 13.29% | 223.95%-210.7pp | 34.15%-20.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,471 | $2,707-45.7% | $2,476-40.6% | $4,156-64.6% |
| Participant deferral / active EE | $2,194 | $4,279-48.7% | $3,958-44.6% | $6,407-65.8% |
| Admin fee / account holder | $581 | $6,198-90.6% | $6,033-90.4% | $12,270-95.3% |