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 | $24,138 | $52,279-53.8% | $89,391-73.0% | $79,858-69.8% |
| Participation rate | 80.0% | 57.5%+22.5pp | 68.0%+12.0pp | 69.6%+10.4pp |
| Annual return | 22.45% | 22.16%+0.3pp | 245.62%-223.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,942 | $1,572+23.5% | $2,586-24.9% | $2,471-21.4% |
| Participant deferral / active EE | $3,603 | $2,740+31.5% | $3,890-7.4% | $3,740-3.7% |
| Admin fee / account holder | $826 | $3,356-75.4% | $4,881-83.1% | $5,306-84.4% |