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 | $49,093 | $49,177-0.2% | $79,464-38.2% | $64,186-23.5% |
| Participation rate | 71.7% | 65.0%+6.7pp | 73.3%-1.6pp | 69.6%+2.1pp |
| Annual return | 8.15% | -1.16%+9.3pp | 718.14%-710.0pp | 7.63%+0.5pp |
| Employer contribution / active EE | $233 | $2,076-88.8% | $2,800-91.7% | $2,381-90.2% |
| Participant deferral / active EE | $2,433 | $2,821-13.8% | $3,704-34.3% | $3,470-29.9% |
| Admin fee / account holder | $2,329 | $3,839-39.3% | $5,113-54.4% | $4,888-52.3% |