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 | $24,167 | $78,672-69.3% | $109,143-77.9% | $85,850-71.8% |
| Participation rate | 87.8% | 68.3%+19.5pp | 75.9%+11.9pp | 69.3%+18.4pp |
| Annual return | 16.98% | 25.09%-8.1pp | 25.75%-8.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,428 | $2,735-47.8% | $3,722-61.6% | $2,565-44.3% |
| Participant deferral / active EE | $3,256 | $3,467-6.1% | $4,653-30.0% | $3,952-17.6% |
| Admin fee / account holder | $2,228 | $5,469-59.3% | $6,752-67.0% | $6,260-64.4% |