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 | $47,174 | $113,339-58.4% | $94,993-50.3% | $147,584-68.0% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 8.12% | 20.77%-12.6pp | 27.12%-19.0pp | 578.55%-570.4pp |
| Employer contribution / active EE | $1,314 | $3,160-58.4% | $2,603-49.5% | $4,876-73.0% |
| Participant deferral / active EE | $2,515 | $3,777-33.4% | $3,317-24.2% | $5,439-53.8% |
| Admin fee / account holder | $32,128 | $6,063+429.9% | $4,960+547.7% | $10,885+195.2% |