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 4-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 | $10,601 | $60,892-82.6% | $82,389-87.1% | $84,808-87.5% |
| Participation rate | 81.0% | 63.3%+17.7pp | 69.5%+11.4pp | 68.3%+12.6pp |
| Annual return | 19.52% | 37.29%-17.8pp | 28.67%-9.2pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,676 | $3,179-15.8% | $4,155-35.6% | $4,212-36.5% |
| Admin fee / account holder | $2,293 | $5,467-58.1% | $7,231-68.3% | $7,344-68.8% |