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 | $29,731 | $104,974-71.7% | $95,585-68.9% | $142,382-79.1% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.1%+12.5pp | 80.1%+4.5pp |
| Annual return | 16.34% | 210.33%-194.0pp | 38.56%-22.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,130 | $2,779-59.3% | $2,527-55.3% | $4,299-73.7% |
| Participant deferral / active EE | $3,395 | $4,352-22.0% | $4,023-15.6% | $6,507-47.8% |
| Admin fee / account holder | $2,385 | $6,386-62.7% | $6,127-61.1% | $12,624-81.1% |