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 | $38,314 | $54,705-30.0% | $71,209-46.2% | $84,808-54.8% |
| Participation rate | 92.6% | 64.1%+28.5pp | 73.8%+18.8pp | 68.3%+24.3pp |
| Annual return | 21.40% | 35.90%-14.5pp | 282.51%-261.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $451 | $2,158-79.1% | $2,721-83.4% | $2,631-82.9% |
| Participant deferral / active EE | $5,184 | $3,030+71.1% | $4,175+24.2% | $4,212+23.1% |
| Admin fee / account holder | $1,135 | $4,863-76.7% | $5,349-78.8% | $7,344-84.5% |