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 | $54,013 | $111,814-51.7% | $103,374-47.8% | $145,959-63.0% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.77% | 24.77%-13.0pp | 24.89%-13.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,040 | $4,214-75.3% | $3,869-73.1% | $4,661-77.7% |
| Participant deferral / active EE | $6,455 | $5,618+14.9% | $5,058+27.6% | $6,689-3.5% |
| Admin fee / account holder | $1,790 | $9,754-81.7% | $8,394-78.7% | $13,398-86.6% |