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 | $27,121 | $121,625-77.7% | $104,607-74.1% | $158,922-82.9% |
| Participation rate | 82.6% | 77.5%+5.1pp | 74.1%+8.5pp | 82.0%+0.7pp |
| Annual return | 12.14% | 465.26%-453.1pp | 340.46%-328.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,796 | $3,163-43.2% | $2,681-33.0% | $4,761-62.3% |
| Participant deferral / active EE | $3,068 | $4,177-26.6% | $3,740-18.0% | $5,982-48.7% |
| Admin fee / account holder | $1,922 | $7,787-75.3% | $6,473-70.3% | $11,246-82.9% |