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 | $40,239 | $73,867-45.5% | $143,757-72.0% | $68,494-41.3% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | 16.11% | 1.01%+15.1pp | -0.04%+16.2pp | -7.84%+24.0pp |
| Employer contribution / active EE | $5,267 | $3,184+65.4% | $4,951+6.4% | $2,596+102.9% |
| Participant deferral / active EE | $4,075 | $3,384+20.4% | $5,637-27.7% | $4,027+1.2% |
| Admin fee / account holder | $2,225 | $5,755-61.3% | $14,673-84.8% | $5,403-58.8% |