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 | $49,384 | $77,314-36.1% | $177,989-72.3% | $80,856-38.9% |
| Participation rate | 75.7% | 65.7%+10.0pp | 77.1%-1.4pp | 67.6%+8.1pp |
| Annual return | 17.66% | 18.09%-0.4pp | 294.48%-276.8pp | 35.59%-17.9pp |
| Employer contribution / active EE | $701 | $2,292-69.4% | $3,949-82.2% | $2,755-74.5% |
| Participant deferral / active EE | $2,106 | $4,411-52.2% | $6,276-66.4% | $4,296-51.0% |
| Admin fee / account holder | $3,335 | $7,191-53.6% | $10,363-67.8% | $6,918-51.8% |