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 | $54,349 | $65,041-16.4% | $90,951-40.2% | $79,858-31.9% |
| Participation rate | 86.0% | 61.6%+24.4pp | 69.0%+17.0pp | 69.6%+16.4pp |
| Annual return | 14.56% | 30.45%-15.9pp | 134.60%-120.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,011 | $1,247-18.9% | $2,122-52.3% | $2,471-59.1% |
| Participant deferral / active EE | $2,720 | $2,512+8.3% | $3,373-19.4% | $3,740-27.3% |
| Admin fee / account holder | $6,546 | $4,536+44.3% | $5,959+9.9% | $5,306+23.4% |