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 | $37,840 | $45,073-16.0% | $69,455-45.5% | $72,985-48.2% |
| Participation rate | 96.3% | 68.5%+27.8pp | 74.6%+21.7pp | 69.5%+26.8pp |
| Annual return | 16.02% | 22.65%-6.6pp | 28.97%-12.9pp | 81.00%-65.0pp |
| Employer contribution / active EE | $483 | $2,054-76.5% | $2,779-82.6% | $2,440-80.2% |
| Participant deferral / active EE | $921 | $2,602-64.6% | $3,535-73.9% | $3,607-74.5% |
| Admin fee / account holder | $1,332 | $3,056-56.4% | $3,839-65.3% | $5,124-74.0% |