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 | $38,966 | $77,314-49.6% | $177,989-78.1% | $80,856-51.8% |
| Participation rate | 71.4% | 65.7%+5.7pp | 77.1%-5.7pp | 67.6%+3.8pp |
| Annual return | 11.11% | 18.09%-7.0pp | 294.48%-283.4pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,354 | $2,292-40.9% | $3,949-65.7% | $2,755-50.9% |
| Participant deferral / active EE | $4,796 | $4,411+8.7% | $6,276-23.6% | $4,296+11.6% |
| Admin fee / account holder | $2,486 | $7,191-65.4% | $10,363-76.0% | $6,918-64.1% |