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 | $63,401 | $95,416-33.6% | $185,823-65.9% | $85,850-26.1% |
| Participation rate | 94.3% | 68.8%+25.5pp | 81.7%+12.6pp | 69.3%+25.0pp |
| Annual return | 22.03% | 23.59%-1.6pp | 122.05%-100.0pp | 318.53%-296.5pp |
| Employer contribution / active EE | $1,625 | $3,314-51.0% | $5,167-68.5% | $2,565-36.6% |
| Participant deferral / active EE | $3,423 | $3,4230% | $5,568-38.5% | $3,952-13.4% |
| Admin fee / account holder | $616 | $7,213-91.5% | $16,237-96.2% | $6,260-90.2% |