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 | $42,043 | $45,035-6.6% | $62,995-33.3% | $70,131-40.1% |
| Participation rate | 98.2% | 69.5%+28.7pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 13.68% | 18.76%-5.1pp | 87.57%-73.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $792 | $2,051-61.4% | $2,759-71.3% | $2,342-66.2% |
| Participant deferral / active EE | $1,144 | $2,465-53.6% | $3,329-65.6% | $3,332-65.7% |
| Admin fee / account holder | $2,269 | $2,834-19.9% | $3,600-37.0% | $4,645-51.1% |