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 6-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 | $39,061 | $99,877-60.9% | $84,966-54.0% | $145,922-73.2% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 10.72% | 83.76%-73.0pp | 66.38%-55.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $980 | $3,231-69.7% | $2,727-64.1% | $4,660-79.0% |
| Participant deferral / active EE | $1,592 | $5,291-69.9% | $4,519-64.8% | $6,688-76.2% |
| Admin fee / account holder | $3,493 | $7,248-51.8% | $6,149-43.2% | $13,397-73.9% |