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 7-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 | $19,794 | $76,407-74.1% | $150,298-86.8% | $82,448-76.0% |
| Participation rate | 85.4% | 66.4%+19.0pp | 77.8%+7.6pp | 68.1%+17.3pp |
| Annual return | 20.02% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,700 | $3,214+15.1% | $5,453-32.1% | $4,139-10.6% |
| Admin fee / account holder | $1,491 | $6,352-76.5% | $14,116-89.4% | $7,234-79.4% |