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 | $42,771 | $100,923-57.6% | $150,045-71.5% | $74,304-42.4% |
| Participation rate | 80.7% | 70.1%+10.6pp | 82.3%-1.6pp | 60.3%+20.3pp |
| Annual return | 20.76% | 51.77%-31.0pp | 62.55%-41.8pp | 29.43%-8.7pp |
| Employer contribution / active EE | $922 | $3,463-73.4% | $4,693-80.4% | $2,241-58.9% |
| Participant deferral / active EE | $4,696 | $6,709-30.0% | $7,997-41.3% | $3,767+24.6% |
| Admin fee / account holder | $887 | $2,767-67.9% | $13,435-93.4% | $2,969-70.1% |