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 | $49,103 | $51,175-4.0% | $70,515-30.4% | $75,163-34.7% |
| Participation rate | 81.8% | 60.9%+20.9pp | 68.3%+13.5pp | 67.2%+14.6pp |
| Annual return | 15.02% | 30.02%-15.0pp | 32.77%-17.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $764 | $1,826-58.2% | $2,973-74.3% | $2,670-71.4% |
| Participant deferral / active EE | $3,056 | $2,849+7.3% | $4,567-33.1% | $4,125-25.9% |
| Admin fee / account holder | $774 | $4,091-81.1% | $6,412-87.9% | $5,651-86.3% |