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 | $58,251 | $109,817-47.0% | $98,442-40.8% | $167,490-65.2% |
| Participation rate | 89.5% | 75.8%+13.6pp | 73.3%+16.1pp | 82.1%+7.4pp |
| Annual return | 11.86% | 1956.69%-1944.8pp | 1492.73%-1480.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,079 | $3,224-66.5% | $2,960-63.5% | $4,837-77.7% |
| Participant deferral / active EE | $2,822 | $4,673-39.6% | $4,276-34.0% | $6,341-55.5% |
| Admin fee / account holder | $6,907 | $6,753+2.3% | $5,949+16.1% | $12,309-43.9% |