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 | $39,668 | $65,041-39.0% | $90,951-56.4% | $79,858-50.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.13% | 30.45%-17.3pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,016 | $1,247-18.5% | $2,122-52.1% | $2,471-58.9% |
| Participant deferral / active EE | $1,696 | $2,512-32.5% | $3,373-49.7% | $3,740-54.6% |
| Admin fee / account holder | $2,475 | $4,536-45.4% | $5,959-58.5% | $5,306-53.3% |