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 | $58,230 | $117,983-50.6% | $101,794-42.8% | $142,382-59.1% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 25.80% | 36.92%-11.1pp | 30.53%-4.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,014 | $4,714+6.4% | $4,084+22.8% | $6,507-23.0% |
| Admin fee / account holder | $1,182 | $10,433-88.7% | $8,777-86.5% | $12,624-90.6% |