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 | $40,339 | $165,912-75.7% | $122,332-67.0% | $147,584-72.7% |
| Participation rate | 70.0% | 79.6%-9.6pp | 71.6%-1.6pp | 82.8%-12.8pp |
| Annual return | 17.26% | 34.55%-17.3pp | 30.27%-13.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,060 | $5,754-81.6% | $4,050-73.8% | $4,876-78.3% |
| Participant deferral / active EE | $3,512 | $4,005-12.3% | $3,287+6.8% | $5,439-35.4% |
| Admin fee / account holder | $985 | $7,424-86.7% | $5,478-82.0% | $10,885-91.0% |