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 | $24,924 | $62,573-60.2% | $85,682-70.9% | $85,850-71.0% |
| Participation rate | 71.0% | 61.1%+9.8pp | 69.9%+1.1pp | 69.3%+1.7pp |
| Annual return | 12.54% | 23.77%-11.2pp | 21.49%-9.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,369 | $1,757-22.1% | $2,618-47.7% | $2,565-46.6% |
| Participant deferral / active EE | $2,296 | $2,802-18.1% | $3,923-41.5% | $3,952-41.9% |
| Admin fee / account holder | $2,050 | $4,640-55.8% | $6,873-70.2% | $6,260-67.3% |