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 | $12,428 | $45,035-72.4% | $62,995-80.3% | $70,131-82.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.05% | 18.76%+0.3pp | 87.57%-68.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,453 | $2,051-29.2% | $2,759-47.3% | $2,342-38.0% |
| Participant deferral / active EE | $2,143 | $2,465-13.0% | $3,329-35.6% | $3,332-35.7% |
| Admin fee / account holder | $444 | $2,834-84.3% | $3,600-87.7% | $4,645-90.4% |