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 | $37,333 | $67,894-45.0% | $89,340-58.2% | $82,448-54.7% |
| Participation rate | 93.5% | 64.0%+29.5pp | 69.6%+24.0pp | 68.1%+25.5pp |
| Annual return | 17.43% | 19.21%-1.8pp | 20.57%-3.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,156 | $1,828-36.7% | $2,231-48.2% | $2,551-54.7% |
| Participant deferral / active EE | $2,810 | $3,072-8.6% | $3,823-26.5% | $4,139-32.1% |
| Admin fee / account holder | $2,135 | $5,723-62.7% | $6,704-68.1% | $7,234-70.5% |