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 5-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 | $10,370 | $100,773-89.7% | $88,946-88.3% | $142,382-92.7% |
| Participation rate | 72.2% | 74.3%-2.1pp | 68.8%+3.4pp | 80.1%-7.9pp |
| Annual return | 15.70% | 70.18%-54.5pp | 57.82%-42.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $604 | $2,918-79.3% | $2,555-76.3% | $4,299-85.9% |
| Participant deferral / active EE | $952 | $5,230-81.8% | $4,581-79.2% | $6,507-85.4% |
| Admin fee / account holder | $1,474 | $9,693-84.8% | $8,261-82.2% | $12,624-88.3% |