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 | $33,278 | $68,547-51.5% | $120,354-72.3% | $80,856-58.8% |
| Participation rate | 97.3% | 61.6%+35.7pp | 71.9%+25.4pp | 67.6%+29.7pp |
| Annual return | 20.40% | 23.60%-3.2pp | 107.15%-86.7pp | 35.59%-15.2pp |
| Employer contribution / active EE | $690 | $2,051-66.4% | $3,463-80.1% | $2,755-75.0% |
| Participant deferral / active EE | $4,331 | $3,173+36.5% | $4,991-13.2% | $4,296+0.8% |
| Admin fee / account holder | $2,041 | $5,732-64.4% | $9,423-78.3% | $6,918-70.5% |