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 | $31,893 | $95,416-66.6% | $185,823-82.8% | $85,850-62.9% |
| Participation rate | 94.9% | 68.8%+26.1pp | 81.7%+13.2pp | 69.3%+25.6pp |
| Annual return | 14.39% | 23.59%-9.2pp | 122.05%-107.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $775 | $3,314-76.6% | $5,167-85.0% | $2,565-69.8% |
| Participant deferral / active EE | $8,245 | $3,423+140.8% | $5,568+48.1% | $3,952+108.6% |
| Admin fee / account holder | $807 | $7,213-88.8% | $16,237-95.0% | $6,260-87.1% |