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 | $68,178 | $71,050-4.0% | $93,606-27.2% | $80,856-15.7% |
| Participation rate | 81.1% | 60.4%+20.7pp | 68.7%+12.4pp | 67.6%+13.4pp |
| Annual return | 10.25% | 11.26%-1.0pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $701 | $1,564-55.2% | $2,420-71.0% | $2,755-74.6% |
| Participant deferral / active EE | $1,759 | $4,034-56.4% | $4,411-60.1% | $4,296-59.0% |
| Admin fee / account holder | $3,273 | $6,945-52.9% | $8,285-60.5% | $6,918-52.7% |