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 | $27,514 | $73,787-62.7% | $98,716-72.1% | $82,448-66.6% |
| Participation rate | 92.5% | 61.4%+31.0pp | 69.3%+23.2pp | 68.1%+24.4pp |
| Annual return | 17.79% | 18.57%-0.8pp | 31.81%-14.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,097 | $1,511+104.9% | $2,279+35.9% | $2,551+21.4% |
| Participant deferral / active EE | $4,822 | $3,081+56.5% | $4,048+19.1% | $4,139+16.5% |
| Admin fee / account holder | $4,096 | $6,500-37.0% | $8,703-52.9% | $7,234-43.4% |