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 | $38,736 | $77,896-50.3% | $134,172-71.1% | $82,448-53.0% |
| Participation rate | 87.5% | 62.8%+24.7pp | 72.5%+15.0pp | 68.1%+19.4pp |
| Annual return | 14.28% | 18.21%-3.9pp | 25.30%-11.0pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,044 | $3,162+27.9% | $4,690-13.8% | $4,139-2.3% |
| Admin fee / account holder | $1,638 | $6,336-74.2% | $12,016-86.4% | $7,234-77.4% |