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 | $65,468 | $91,190-28.2% | $178,490-63.3% | $79,858-18.0% |
| Participation rate | 75.8% | 69.2%+6.6pp | 81.9%-6.2pp | 69.6%+6.1pp |
| Annual return | 15.25% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,730 | $3,256-46.9% | $5,011-65.5% | $2,471-30.0% |
| Participant deferral / active EE | $3,234 | $3,236-0.1% | $5,202-37.8% | $3,740-13.5% |
| Admin fee / account holder | $3,323 | $6,751-50.8% | $13,984-76.2% | $5,306-37.4% |