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 | $38,508 | $58,512-34.2% | $84,015-54.2% | $72,985-47.2% |
| Participation rate | 84.4% | 61.2%+23.2pp | 69.0%+15.4pp | 69.5%+14.9pp |
| Annual return | 18.62% | 28.93%-10.3pp | 71.31%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,653 | $2,394+10.8% | $3,239-18.1% | $3,607-26.5% |
| Admin fee / account holder | $7,415 | $4,569+62.3% | $6,101+21.5% | $5,124+44.7% |