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 | $59,220 | $105,931-44.1% | $81,930-27.7% | $158,922-62.7% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.0%-0.6pp | 82.0%-10.5pp |
| Annual return | 8.17% | 38.17%-30.0pp | 29.49%-21.3pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,241 | $7,800-71.3% | $4,310-48.0% | $4,761-52.9% |
| Participant deferral / active EE | $5,412 | $13,003-58.4% | $7,107-23.8% | $5,982-9.5% |
| Admin fee / account holder | $3,002 | $8,489-64.6% | $5,158-41.8% | $11,246-73.3% |