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 | $17,783 | $48,300-63.2% | $40,145,923-100.0% | $62,891-71.7% |
| Participation rate | 72.0% | 62.0%+10.0pp | 68.4%+3.6pp | 69.3%+2.7pp |
| Annual return | 6.11% | 6.95%-0.8pp | 5.24%+0.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,768 | $1,333+32.6% | $1,844-4.1% | $2,281-22.5% |
| Participant deferral / active EE | $3,884 | $2,388+62.6% | $2,591+49.9% | $3,203+21.3% |
| Admin fee / account holder | $2,430 | $2,919-16.7% | $2,903-16.3% | $4,296-43.4% |