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 | $38,967 | $83,477-53.3% | $125,175-68.9% | $72,985-46.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 77.61% | 25.78%+51.8pp | 43.79%+33.8pp | 81.00%-3.4pp |
| Employer contribution / active EE | $1,733 | $2,345-26.1% | $3,865-55.2% | $2,440-29.0% |
| Participant deferral / active EE | $2,870 | $3,585-19.9% | $4,937-41.9% | $3,607-20.4% |
| Admin fee / account holder | $1,792 | $5,517-67.5% | $9,702-81.5% | $5,124-65.0% |