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 | $32,440 | $167,483-80.6% | $115,752-72.0% | $147,584-78.0% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.8pp | 82.8%+1.8pp |
| Annual return | 19.23% | 12.11%+7.1pp | 19.41%-0.2pp | 578.55%-559.3pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,639 | $7,037-34.1% | $5,204-10.8% | $5,439-14.7% |
| Admin fee / account holder | $8,465 | $13,069-35.2% | $6,278+34.8% | $10,885-22.2% |