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 | $46,036 | $91,552-49.7% | $133,956-65.6% | $79,858-42.4% |
| Participation rate | 96.3% | 73.3%+22.9pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 10.50% | 61.85%-51.3pp | 45.09%-34.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $663 | $2,384-72.2% | $3,919-83.1% | $2,471-73.2% |
| Participant deferral / active EE | $2,372 | $3,733-36.5% | $5,048-53.0% | $3,740-36.6% |
| Admin fee / account holder | $2,416 | $6,321-61.8% | $8,927-72.9% | $5,306-54.5% |