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 | $43,733 | $104,664-58.2% | $85,682-49.0% | $167,490-73.9% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.9%+20.1pp | 82.1%+7.9pp |
| Annual return | 9.88% | 21.45%-11.6pp | 21.49%-11.6pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,854 | $3,337-44.4% | $2,618-29.2% | $4,837-61.7% |
| Participant deferral / active EE | $3,791 | $4,824-21.4% | $3,923-3.4% | $6,341-40.2% |
| Admin fee / account holder | $3,260 | $10,032-67.5% | $6,873-52.6% | $12,309-73.5% |