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 | $44,992 | $110,261-59.2% | $95,745-53.0% | $139,434-67.7% |
| Participation rate | 94.7% | 75.8%+19.0pp | 72.3%+22.5pp | 80.3%+14.4pp |
| Annual return | 13.92% | 27.11%-13.2pp | 28.35%-14.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,741 | $3,257+14.8% | $2,835+32.0% | $4,751-21.3% |
| Participant deferral / active EE | $2,174 | $4,676-53.5% | $4,245-48.8% | $6,710-67.6% |
| Admin fee / account holder | $2,597 | $6,613-60.7% | $5,678-54.3% | $11,403-77.2% |