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 | $32,453 | $80,673-59.8% | $101,326-68.0% | $84,808-61.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 16.79% | 38.95%-22.2pp | 36.82%-20.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,950 | $6,840-42.3% | $7,994-50.6% | $4,212-6.2% |
| Admin fee / account holder | $3,636 | $12,784-71.6% | $11,185-67.5% | $7,344-50.5% |