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 | $14,018 | $45,035-68.9% | $62,995-77.7% | $70,131-80.0% |
| Participation rate | 93.8% | 69.5%+24.2pp | 74.8%+18.9pp | 69.5%+24.2pp |
| Annual return | 14.00% | 18.76%-4.8pp | 87.57%-73.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,513 | $2,051+22.5% | $2,759-8.9% | $2,342+7.3% |
| Participant deferral / active EE | $1,489 | $2,465-39.6% | $3,329-55.3% | $3,332-55.3% |
| Admin fee / account holder | $458 | $2,834-83.8% | $3,600-87.3% | $4,645-90.1% |