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 | $41,747 | $154,117-72.9% | $129,995-67.9% | $139,434-70.1% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.5%-4.8pp | 80.3%-6.6pp |
| Annual return | 13.62% | 32.48%-18.9pp | -137.18%+150.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,344 | $5,289-55.7% | $4,320-45.7% | $4,751-50.7% |
| Participant deferral / active EE | $4,497 | $6,710-33.0% | $5,820-22.7% | $6,710-33.0% |
| Admin fee / account holder | $2,323 | $14,007-83.4% | $10,614-78.1% | $11,403-79.6% |