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 | $36,098 | $162,781-77.8% | $133,956-73.1% | $158,922-77.3% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 17.05% | 41.94%-24.9pp | 45.09%-28.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $963 | $4,975-80.6% | $3,919-75.4% | $4,761-79.8% |
| Participant deferral / active EE | $6,575 | $5,911+11.2% | $5,048+30.3% | $5,982+9.9% |
| Admin fee / account holder | $1,060 | $11,736-91.0% | $8,927-88.1% | $11,246-90.6% |