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 | $21,124 | $56,060-62.3% | $76,002-72.2% | $80,874-73.9% |
| Participation rate | 75.0% | 62.0%+13.0pp | 69.1%+5.9pp | 67.6%+7.4pp |
| Annual return | 10.19% | 20.54%-10.4pp | 360.07%-349.9pp | 35.62%-25.4pp |
| Employer contribution / active EE | $650 | $1,873-65.3% | $2,688-75.8% | $2,756-76.4% |
| Participant deferral / active EE | $2,303 | $3,051-24.5% | $4,257-45.9% | $4,297-46.4% |
| Admin fee / account holder | $1,631 | $5,237-68.9% | $6,414-74.6% | $6,935-76.5% |