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 | $71,006 | $126,574-43.9% | $106,213-33.1% | $145,922-51.3% |
| Participation rate | 84.6% | 77.6%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 22.89% | 224.79%-201.9pp | 116.14%-93.2pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,594 | $3,730-57.3% | $3,171-49.7% | $4,660-65.8% |
| Participant deferral / active EE | $2,936 | $5,724-48.7% | $5,016-41.5% | $6,688-56.1% |
| Admin fee / account holder | $746 | $17,304-95.7% | $11,033-93.2% | $13,397-94.4% |