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 | $19,228 | $45,073-57.3% | $69,455-72.3% | $72,985-73.7% |
| Participation rate | 92.2% | 68.5%+23.7pp | 74.6%+17.6pp | 69.5%+22.7pp |
| Annual return | 38.52% | 22.65%+15.9pp | 28.97%+9.6pp | 81.00%-42.5pp |
| Employer contribution / active EE | $841 | $2,054-59.1% | $2,779-69.7% | $2,440-65.5% |
| Participant deferral / active EE | $3,158 | $2,602+21.4% | $3,535-10.7% | $3,607-12.5% |
| Admin fee / account holder | $6,599 | $3,056+116.0% | $3,839+71.9% | $5,124+28.8% |