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 | $37,168 | $106,515-65.1% | $96,683-61.6% | $139,434-73.3% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 21.54% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,363 | $4,103-18.0% | $3,737-10.0% | $4,751-29.2% |
| Participant deferral / active EE | $3,388 | $5,454-37.9% | $4,878-30.5% | $6,710-49.5% |
| Admin fee / account holder | $963 | $7,877-87.8% | $6,730-85.7% | $11,403-91.6% |