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 | $47,591 | $95,416-50.1% | $185,823-74.4% | $85,850-44.6% |
| Participation rate | 81.5% | 68.8%+12.7pp | 81.7%-0.2pp | 69.3%+12.2pp |
| Annual return | 19.51% | 23.59%-4.1pp | 122.05%-102.5pp | 318.53%-299.0pp |
| Employer contribution / active EE | $1,837 | $3,314-44.6% | $5,167-64.4% | $2,565-28.4% |
| Participant deferral / active EE | $6,904 | $3,423+101.7% | $5,568+24.0% | $3,952+74.7% |
| Admin fee / account holder | $10,494 | $7,213+45.5% | $16,237-35.4% | $6,260+67.6% |