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 | $23,772 | $215,361-89.0% | $171,082-86.1% | $273,961-91.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | 5.33% | 25.14%-19.8pp | 32.56%-27.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,845 | $5,543-30.6% | $4,797-19.9% | $5,287-27.3% |
| Admin fee / account holder | $460 | $10,846-95.8% | $8,520-94.6% | $10,132-95.5% |