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 | $13,933 | $39,122-64.4% | $57,179-75.6% | $62,891-77.8% |
| Participation rate | 94.9% | 70.5%+24.4pp | 75.3%+19.6pp | 69.3%+25.6pp |
| Annual return | 4.51% | 9.23%-4.7pp | 14.59%-10.1pp | 20.14%-15.6pp |
| Employer contribution / active EE | $558 | $1,874-70.2% | $2,682-79.2% | $2,281-75.5% |
| Participant deferral / active EE | $1,223 | $2,374-48.5% | $3,096-60.5% | $3,203-61.8% |
| Admin fee / account holder | $659 | $2,592-74.6% | $3,139-79.0% | $4,296-84.7% |