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 | $23,149 | $46,869-50.6% | $122,332-81.1% | $70,131-67.0% |
| Participation rate | 83.9% | 58.2%+25.7pp | 71.6%+12.2pp | 69.5%+14.3pp |
| Annual return | 19.82% | 24.22%-4.4pp | 30.27%-10.5pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,402 | $1,288+86.5% | $4,050-40.7% | $2,342+2.6% |
| Participant deferral / active EE | $8,589 | $2,166+296.4% | $3,287+161.3% | $3,332+157.8% |
| Admin fee / account holder | $647 | $3,322-80.5% | $5,478-88.2% | $4,645-86.1% |