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 | $28,289 | $48,230-41.3% | $67,502-58.1% | $80,856-65.0% |
| Participation rate | 80.6% | 66.4%+14.2pp | 72.9%+7.7pp | 67.6%+12.9pp |
| Annual return | 13.37% | 18.28%-4.9pp | 3512.12%-3498.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $786 | $2,020-61.1% | $2,731-71.2% | $2,755-71.5% |
| Participant deferral / active EE | $1,480 | $2,924-49.4% | $4,000-63.0% | $4,296-65.5% |
| Admin fee / account holder | $1,135 | $3,681-69.2% | $3,998-71.6% | $6,918-83.6% |