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 | $60,008 | $104,664-42.7% | $85,682-30.0% | $167,490-64.2% |
| Participation rate | 78.9% | 76.4%+2.6pp | 69.9%+9.1pp | 82.1%-3.2pp |
| Annual return | 13.73% | 21.45%-7.7pp | 21.49%-7.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,221 | $3,337-63.4% | $2,618-53.4% | $4,837-74.8% |
| Participant deferral / active EE | $2,381 | $4,824-50.6% | $3,923-39.3% | $6,341-62.4% |
| Admin fee / account holder | $1,955 | $10,032-80.5% | $6,873-71.6% | $12,309-84.1% |