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 | $53,373 | $89,753-40.5% | $107,525-50.4% | $84,808-37.1% |
| Participation rate | 94.6% | 68.1%+26.5pp | 75.1%+19.5pp | 68.3%+26.3pp |
| Annual return | 14.50% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,218 | $3,113+3.4% | $3,754-14.3% | $2,631+22.3% |
| Participant deferral / active EE | $2,753 | $4,056-32.1% | $5,116-46.2% | $4,212-34.6% |
| Admin fee / account holder | $1,019 | $7,222-85.9% | $8,919-88.6% | $7,344-86.1% |