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 | $43,532 | $77,899-44.1% | $149,673-70.9% | $75,163-42.1% |
| Participation rate | 98.1% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.9pp |
| Annual return | 15.16% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,352 | $3,137-25.0% | $4,818-51.2% | $2,670-11.9% |
| Participant deferral / active EE | $4,440 | $3,411+30.2% | $5,680-21.8% | $4,125+7.6% |
| Admin fee / account holder | $1,825 | $5,956-69.4% | $13,210-86.2% | $5,651-67.7% |