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 | $28,752 | $79,944-64.0% | $98,439-70.8% | $75,163-61.7% |
| Participation rate | 94.9% | 70.4%+24.5pp | 75.2%+19.7pp | 67.2%+27.7pp |
| Annual return | 14.98% | 19.75%-4.8pp | 21.16%-6.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,940 | $2,264-14.3% | $3,048-36.3% | $2,670-27.3% |
| Participant deferral / active EE | $3,399 | $3,752-9.4% | $4,738-28.3% | $4,125-17.6% |
| Admin fee / account holder | $2,419 | $6,840-64.6% | $8,948-73.0% | $5,651-57.2% |