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 | $59,694 | $81,632-26.9% | $70,449-15.3% | $158,922-62.4% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 14.43% | 208.40%-194.0pp | 109.03%-94.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $777 | $3,217-75.9% | $2,737-71.6% | $4,761-83.7% |
| Participant deferral / active EE | $2,435 | $4,554-46.5% | $3,709-34.3% | $5,982-59.3% |
| Admin fee / account holder | $1,598 | $6,193-74.2% | $3,845-58.4% | $11,246-85.8% |