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 | $38,330 | $64,839-40.9% | $95,585-59.9% | $84,808-54.8% |
| Participation rate | 95.1% | 63.8%+31.3pp | 72.1%+23.0pp | 68.3%+26.8pp |
| Annual return | 36.71% | -670.96%+707.7pp | 38.56%-1.9pp | 40.90%-4.2pp |
| Employer contribution / active EE | $869 | $1,759-50.6% | $2,527-65.6% | $2,631-67.0% |
| Participant deferral / active EE | $4,402 | $2,965+48.5% | $4,023+9.4% | $4,212+4.5% |
| Admin fee / account holder | $2,543 | $5,964-57.4% | $6,127-58.5% | $7,344-65.4% |