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 | $33,882 | $58,208-41.8% | $81,812-58.6% | $80,856-58.1% |
| Participation rate | 96.9% | 63.4%+33.5pp | 72.3%+24.5pp | 67.6%+29.2pp |
| Annual return | 11.87% | 41.66%-29.8pp | 773.79%-761.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,566 | $2,340+9.7% | $2,912-11.9% | $2,755-6.8% |
| Participant deferral / active EE | $2,719 | $3,281-17.1% | $4,319-37.0% | $4,296-36.7% |
| Admin fee / account holder | $4,089 | $4,981-17.9% | $7,386-44.6% | $6,918-40.9% |