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 | $38,622 | $37,426+3.2% | $77,482-50.2% | $79,858-51.6% |
| Participation rate | 75.0% | 41.5%+33.5pp | 54.2%+20.8pp | 69.6%+5.4pp |
| Annual return | 15.45% | 39.70%-24.2pp | 54.79%-39.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,351 | $637+112.2% | $986+37.0% | $2,471-45.3% |
| Participant deferral / active EE | $2,490 | $1,260+97.6% | $1,861+33.8% | $3,740-33.4% |
| Admin fee / account holder | $1,895 | $2,504-24.3% | $2,858-33.7% | $5,306-64.3% |