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 | $54,513 | $58,828-7.3% | $77,999-30.1% | $62,891-13.3% |
| Participation rate | 76.9% | 71.1%+5.9pp | 75.5%+1.4pp | 69.3%+7.6pp |
| Annual return | 7.21% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,010 | $1,672-39.6% | $2,470-59.1% | $2,281-55.7% |
| Participant deferral / active EE | $1,863 | $2,686-30.6% | $3,497-46.7% | $3,203-41.8% |
| Admin fee / account holder | $1,585 | $4,393-63.9% | $5,480-71.1% | $4,296-63.1% |