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 | $59,166 | $99,877-40.8% | $84,966-30.4% | $145,922-59.5% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 11.98% | 83.76%-71.8pp | 66.38%-54.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,225 | $5,291-39.0% | $4,519-28.6% | $6,688-51.8% |
| Admin fee / account holder | $527 | $7,248-92.7% | $6,149-91.4% | $13,397-96.1% |