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 | $35,045 | $124,281-71.8% | $109,143-67.9% | $167,490-79.1% |
| Participation rate | 76.5% | 79.4%-3.0pp | 75.9%+0.6pp | 82.1%-5.6pp |
| Annual return | 9.84% | 26.04%-16.2pp | 25.75%-15.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,403 | $4,207-42.9% | $3,722-35.4% | $4,837-50.3% |
| Participant deferral / active EE | $7,164 | $5,255+36.3% | $4,653+54.0% | $6,341+13.0% |
| Admin fee / account holder | $1,244 | $7,970-84.4% | $6,752-81.6% | $12,309-89.9% |