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 | $29,892 | $77,899-61.6% | $149,673-80.0% | $75,163-60.2% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 17.41% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,844 | $3,137-41.2% | $4,818-61.7% | $2,670-30.9% |
| Participant deferral / active EE | $2,601 | $3,411-23.7% | $5,680-54.2% | $4,125-36.9% |
| Admin fee / account holder | $895 | $5,956-85.0% | $13,210-93.2% | $5,651-84.2% |