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 | $36,973 | $70,428-47.5% | $96,562-61.7% | $85,850-56.9% |
| Participation rate | 72.0% | 61.8%+10.2pp | 69.8%+2.2pp | 69.3%+2.7pp |
| Annual return | 14.01% | 18.59%-4.6pp | 37.78%-23.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $987 | $1,413-30.1% | $2,356-58.1% | $2,565-61.5% |
| Participant deferral / active EE | $3,817 | $2,894+31.9% | $3,849-0.8% | $3,952-3.4% |
| Admin fee / account holder | $2,259 | $4,997-54.8% | $6,181-63.5% | $6,260-63.9% |