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 | $28,817 | $52,279-44.9% | $89,391-67.8% | $79,858-63.9% |
| Participation rate | 82.1% | 57.5%+24.6pp | 68.0%+14.2pp | 69.6%+12.5pp |
| Annual return | 32.03% | 22.16%+9.9pp | 245.62%-213.6pp | 31.71%+0.3pp |
| Employer contribution / active EE | $1,906 | $1,572+21.3% | $2,586-26.3% | $2,471-22.9% |
| Participant deferral / active EE | $5,482 | $2,740+100.1% | $3,890+40.9% | $3,740+46.6% |
| Admin fee / account holder | $1,129 | $3,356-66.4% | $4,881-76.9% | $5,306-78.7% |