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 | $41,964 | $61,660-31.9% | $80,019-47.6% | $64,186-34.6% |
| Participation rate | 72.0% | 71.7%+0.3pp | 75.8%-3.8pp | 69.6%+2.4pp |
| Annual return | 85.14% | -0.33%+85.5pp | 11.22%+73.9pp | 7.63%+77.5pp |
| Employer contribution / active EE | $2,267 | $1,810+25.2% | $2,468-8.2% | $2,381-4.8% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $745 | $5,417-86.2% | $6,521-88.6% | $4,888-84.8% |