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 | $32,376 | $52,580-38.4% | $71,671-54.8% | $70,131-53.8% |
| Participation rate | 92.6% | 60.9%+31.7pp | 68.7%+23.8pp | 69.5%+23.1pp |
| Annual return | 13.41% | 20.25%-6.8pp | 20.65%-7.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $3,156 | $1,616+95.3% | $2,460+28.3% | $2,342+34.7% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,309 | $3,653-64.2% | $5,558-76.5% | $4,645-71.8% |