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 | $32,782 | $70,475-53.5% | $100,516-67.4% | $79,858-58.9% |
| Participation rate | 82.9% | 73.7%+9.2pp | 79.4%+3.5pp | 69.6%+13.2pp |
| Annual return | 16.86% | 21.90%-5.0pp | 30.89%-14.0pp | 31.71%-14.9pp |
| Employer contribution / active EE | $689 | $2,165-68.2% | $3,418-79.8% | $2,471-72.1% |
| Participant deferral / active EE | $4,239 | $5,181-18.2% | $6,270-32.4% | $3,740+13.3% |
| Admin fee / account holder | $1,596 | $4,478-64.4% | $8,081-80.2% | $5,306-69.9% |