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 | $76,606 | $91,190-16.0% | $178,490-57.1% | $79,858-4.1% |
| Participation rate | 82.1% | 69.2%+12.9pp | 81.9%+0.2pp | 69.6%+12.5pp |
| Annual return | 22.53% | 24.19%-1.7pp | 151.07%-128.5pp | 31.71%-9.2pp |
| Employer contribution / active EE | $982 | $3,256-69.8% | $5,011-80.4% | $2,471-60.3% |
| Participant deferral / active EE | $3,560 | $3,236+10.0% | $5,202-31.6% | $3,740-4.8% |
| Admin fee / account holder | $1,447 | $6,751-78.6% | $13,984-89.7% | $5,306-72.7% |