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 | $31,374 | $106,515-70.5% | $96,683-67.5% | $139,434-77.5% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 16.84% | 38.43%-21.6pp | 35.69%-18.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,343 | $4,103-67.3% | $3,737-64.1% | $4,751-71.7% |
| Participant deferral / active EE | $1,526 | $5,454-72.0% | $4,878-68.7% | $6,710-77.3% |
| Admin fee / account holder | $5,014 | $7,877-36.4% | $6,730-25.5% | $11,403-56.0% |