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 | $50,015 | $91,190-45.2% | $178,490-72.0% | $79,858-37.4% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 15.31% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,935 | $3,256-40.6% | $5,011-61.4% | $2,471-21.7% |
| Participant deferral / active EE | $3,269 | $3,236+1.0% | $5,202-37.1% | $3,740-12.6% |
| Admin fee / account holder | $2,980 | $6,751-55.9% | $13,984-78.7% | $5,306-43.8% |