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 | $56,537 | $91,190-38.0% | $178,490-68.3% | $79,858-29.2% |
| Participation rate | 76.0% | 69.2%+6.8pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 14.12% | 24.19%-10.1pp | 151.07%-136.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,471 | $3,256-54.8% | $5,011-70.6% | $2,471-40.5% |
| Participant deferral / active EE | $3,184 | $3,236-1.6% | $5,202-38.8% | $3,740-14.9% |
| Admin fee / account holder | $11,088 | $6,751+64.2% | $13,984-20.7% | $5,306+109.0% |