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 | $24,107 | $89,753-73.1% | $107,525-77.6% | $84,808-71.6% |
| Participation rate | 93.0% | 68.1%+25.0pp | 75.1%+17.9pp | 68.3%+24.7pp |
| Annual return | 17.36% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,876 | $3,113+56.6% | $3,754+29.9% | $2,631+85.3% |
| Participant deferral / active EE | $2,577 | $4,056-36.5% | $5,116-49.6% | $4,212-38.8% |
| Admin fee / account holder | $1,687 | $7,222-76.6% | $8,919-81.1% | $7,344-77.0% |