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 | $34,894 | $54,705-36.2% | $71,209-51.0% | $84,808-58.9% |
| Participation rate | 83.0% | 64.1%+18.9pp | 73.8%+9.2pp | 68.3%+14.7pp |
| Annual return | 17.43% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,417 | $2,158-34.4% | $2,721-47.9% | $2,631-46.2% |
| Participant deferral / active EE | $2,443 | $3,030-19.4% | $4,175-41.5% | $4,212-42.0% |
| Admin fee / account holder | $8,159 | $4,863+67.8% | $5,349+52.5% | $7,344+11.1% |