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 | $76,711 | $110,261-30.4% | $95,745-19.9% | $139,434-45.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.24% | 27.11%-11.9pp | 28.35%-13.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $513 | $3,257-84.2% | $2,835-81.9% | $4,751-89.2% |
| Participant deferral / active EE | $5,455 | $4,676+16.7% | $4,245+28.5% | $6,710-18.7% |
| Admin fee / account holder | $2,483 | $6,613-62.5% | $5,678-56.3% | $11,403-78.2% |