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 | $42,252 | $53,777-21.4% | $134,143-68.5% | $79,858-47.1% |
| Participation rate | 89.8% | 58.8%+31.0pp | 72.2%+17.6pp | 69.6%+20.2pp |
| Annual return | 10.95% | 19.01%-8.1pp | 36.33%-25.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $811 | $1,321-38.6% | $3,704-78.1% | $2,471-67.2% |
| Participant deferral / active EE | $3,064 | $2,420+26.6% | $3,499-12.4% | $3,740-18.1% |
| Admin fee / account holder | $3,229 | $3,984-18.9% | $6,684-51.7% | $5,306-39.1% |