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 | $16,976 | $45,035-62.3% | $62,995-73.1% | $70,131-75.8% |
| Participation rate | 84.2% | 69.5%+14.7pp | 74.8%+9.4pp | 69.5%+14.7pp |
| Annual return | 16.79% | 18.76%-2.0pp | 87.57%-70.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,338 | $2,051-34.8% | $2,759-51.5% | $2,342-42.9% |
| Participant deferral / active EE | $3,767 | $2,465+52.8% | $3,329+13.1% | $3,332+13.1% |
| Admin fee / account holder | $4,041 | $2,834+42.6% | $3,600+12.2% | $4,645-13.0% |