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 | $19,674 | $48,046-59.1% | $84,611-76.7% | $72,985-73.0% |
| Participation rate | 85.4% | 57.6%+27.8pp | 68.2%+17.1pp | 69.5%+15.9pp |
| Annual return | 21.90% | 37.38%-15.5pp | 258.74%-236.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $942 | $1,602-41.2% | $2,652-64.5% | $2,440-61.4% |
| Participant deferral / active EE | $4,140 | $2,680+54.5% | $3,899+6.2% | $3,607+14.8% |
| Admin fee / account holder | $2,332 | $3,395-31.3% | $4,912-52.5% | $5,124-54.5% |