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 | $16,357 | $80,717-79.7% | $154,803-89.4% | $84,808-80.7% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.1pp | 68.3%+18.9pp |
| Annual return | 31.26% | 37.96%-6.7pp | 58.88%-27.6pp | 40.90%-9.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,204 | $3,303+27.3% | $5,540-24.1% | $4,212-0.2% |
| Admin fee / account holder | $401 | $6,746-94.1% | $14,329-97.2% | $7,344-94.5% |