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 | $63,745 | $176,377-63.9% | $134,143-52.5% | $158,922-59.9% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 13.56% | 63.63%-50.1pp | 36.33%-22.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $223 | $5,040-95.6% | $3,704-94.0% | $4,761-95.3% |
| Participant deferral / active EE | $394 | $4,091-90.4% | $3,499-88.7% | $5,982-93.4% |
| Admin fee / account holder | $309 | $8,718-96.5% | $6,684-95.4% | $11,246-97.3% |