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 | $11,143 | $81,248-86.3% | $155,509-92.8% | $80,856-86.2% |
| Participation rate | 72.2% | 66.2%+6.0pp | 78.2%-6.0pp | 67.6%+4.6pp |
| Annual return | 14.85% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $383 | $3,100-87.6% | $4,672-91.8% | $2,755-86.1% |
| Participant deferral / active EE | $2,689 | $3,452-22.1% | $5,626-52.2% | $4,296-37.4% |
| Admin fee / account holder | $434 | $7,997-94.6% | $15,912-97.3% | $6,918-93.7% |