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 | $49,372 | $105,931-53.4% | $81,930-39.7% | $158,922-68.9% |
| Participation rate | 90.5% | 75.6%+14.9pp | 72.0%+18.5pp | 82.0%+8.5pp |
| Annual return | 13.65% | 38.17%-24.5pp | 29.49%-15.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,822 | $13,003-78.3% | $7,107-60.3% | $5,982-52.8% |
| Admin fee / account holder | $459 | $8,489-94.6% | $5,158-91.1% | $11,246-95.9% |