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 | $64,868 | $71,883-9.8% | $86,677-25.2% | $68,494-5.3% |
| Participation rate | 96.7% | 72.2%+24.5pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | 65.13% | 3.52%+61.6pp | 35.91%+29.2pp | -7.84%+73.0pp |
| Employer contribution / active EE | $625 | $2,173-71.2% | $2,836-78.0% | $2,596-75.9% |
| Participant deferral / active EE | $3,331 | $3,779-11.8% | $4,656-28.5% | $4,027-17.3% |
| Admin fee / account holder | $1,605 | $6,112-73.7% | $7,493-78.6% | $5,403-70.3% |