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 | $32,919 | $91,190-63.9% | $178,490-81.6% | $79,858-58.8% |
| Participation rate | 87.1% | 69.2%+17.9pp | 81.9%+5.2pp | 69.6%+17.5pp |
| Annual return | 19.12% | 24.19%-5.1pp | 151.07%-132.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,168 | $3,256-64.1% | $5,011-76.7% | $2,471-52.7% |
| Participant deferral / active EE | $2,283 | $3,236-29.4% | $5,202-56.1% | $3,740-39.0% |
| Admin fee / account holder | $2,469 | $6,751-63.4% | $13,984-82.3% | $5,306-53.5% |