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 | $50,587 | $62,573-19.2% | $85,682-41.0% | $85,850-41.1% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.9%+20.1pp | 69.3%+20.7pp |
| Annual return | 19.85% | 23.77%-3.9pp | 21.49%-1.6pp | 318.53%-298.7pp |
| Employer contribution / active EE | $1,024 | $1,757-41.7% | $2,618-60.9% | $2,565-60.1% |
| Participant deferral / active EE | $2,740 | $2,802-2.2% | $3,923-30.2% | $3,952-30.7% |
| Admin fee / account holder | $1,634 | $4,640-64.8% | $6,873-76.2% | $6,260-73.9% |