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 | $38,272 | $85,766-55.4% | $136,294-71.9% | $70,131-45.4% |
| Participation rate | 90.2% | 74.2%+16.1pp | 81.9%+8.3pp | 69.5%+20.7pp |
| Annual return | 19.01% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,850 | $2,966-37.6% | $4,695-60.6% | $2,342-21.0% |
| Participant deferral / active EE | $5,928 | $5,051+17.4% | $6,247-5.1% | $3,332+77.9% |
| Admin fee / account holder | $1,780 | $5,420-67.2% | $9,243-80.7% | $4,645-61.7% |