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 | $39,043 | $65,395-40.3% | $182,532-78.6% | $72,985-46.5% |
| Participation rate | 86.6% | 65.4%+21.1pp | 78.0%+8.6pp | 69.5%+17.1pp |
| Annual return | 24.83% | 27.68%-2.9pp | 148.54%-123.7pp | 81.00%-56.2pp |
| Employer contribution / active EE | $914 | $1,911-52.2% | $4,076-77.6% | $2,440-62.5% |
| Participant deferral / active EE | $3,928 | $3,563+10.2% | $5,524-28.9% | $3,607+8.9% |
| Admin fee / account holder | $2,945 | $4,245-30.6% | $8,592-65.7% | $5,124-42.5% |