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 | $24,037 | $135,952-82.3% | $123,892-80.6% | $273,961-91.2% |
| Participation rate | 76.2% | 84.1%-7.9pp | 81.4%-5.2pp | 83.0%-6.8pp |
| Annual return | 6.85% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,500 | $5,170-71.0% | $4,617-67.5% | $4,869-69.2% |
| Participant deferral / active EE | $4,153 | $6,343-34.5% | $5,984-30.6% | $5,287-21.5% |
| Admin fee / account holder | $1,387 | $9,817-85.9% | $8,357-83.4% | $10,132-86.3% |