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 | $22,356 | $52,279-57.2% | $89,391-75.0% | $79,858-72.0% |
| Participation rate | 92.9% | 57.5%+35.3pp | 68.0%+24.9pp | 69.6%+23.2pp |
| Annual return | 22.84% | 22.16%+0.7pp | 245.62%-222.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,569 | $1,572+63.4% | $2,586-0.7% | $2,471+4.0% |
| Participant deferral / active EE | $3,918 | $2,740+43.0% | $3,890+0.7% | $3,740+4.8% |
| Admin fee / account holder | $676 | $3,356-79.9% | $4,881-86.1% | $5,306-87.3% |