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 | $52,472 | $85,202-38.4% | $172,739-69.6% | $72,985-28.1% |
| Participation rate | 83.0% | 70.1%+13.0pp | 82.6%+0.4pp | 69.5%+13.5pp |
| Annual return | 19.94% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $919 | $3,324-72.4% | $5,143-82.1% | $2,440-62.3% |
| Participant deferral / active EE | $2,080 | $3,260-36.2% | $5,198-60.0% | $3,607-42.3% |
| Admin fee / account holder | $764 | $5,884-87.0% | $13,954-94.5% | $5,124-85.1% |