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 | $22,824 | $58,627-61.1% | $76,735-70.3% | $82,448-72.3% |
| Participation rate | 70.5% | 63.2%+7.2pp | 69.5%+1.0pp | 68.1%+2.4pp |
| Annual return | 14.58% | 39.10%-24.5pp | 29.77%-15.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,595 | $3,134-49.1% | $4,088-61.0% | $4,139-61.5% |
| Admin fee / account holder | $315 | $5,323-94.1% | $7,189-95.6% | $7,234-95.6% |