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 | $32,853 | $91,190-64.0% | $178,490-81.6% | $79,858-58.9% |
| Participation rate | 74.1% | 69.2%+4.9pp | 81.9%-7.8pp | 69.6%+4.4pp |
| Annual return | 25.31% | 24.19%+1.1pp | 151.07%-125.8pp | 31.71%-6.4pp |
| Employer contribution / active EE | $2,205 | $3,256-32.3% | $5,011-56.0% | $2,471-10.8% |
| Participant deferral / active EE | $4,224 | $3,236+30.5% | $5,202-18.8% | $3,740+12.9% |
| Admin fee / account holder | $1,446 | $6,751-78.6% | $13,984-89.7% | $5,306-72.7% |