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 | $20,458 | $59,332-65.5% | $90,223-77.3% | $59,632-65.7% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.0%+9.8pp | 68.7%+20.2pp |
| Annual return | 23.27% | 3.25%+20.0pp | 1.31%+22.0pp | 2041.28%-2018.0pp |
| Employer contribution / active EE | $5,372 | $3,031+77.3% | $4,378+22.7% | $2,203+143.9% |
| Participant deferral / active EE | $5,960 | $4,369+36.4% | $5,792+2.9% | $3,192+86.7% |
| Admin fee / account holder | $1,050 | $5,032-79.1% | $7,406-85.8% | $4,297-75.6% |