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 | $18,958 | $62,672-69.7% | $185,117-89.8% | $70,131-73.0% |
| Participation rate | 97.8% | 63.8%+34.0pp | 77.3%+20.5pp | 69.5%+28.2pp |
| Annual return | 14.59% | 40.79%-26.2pp | 40.50%-25.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,451 | $1,753-17.2% | $4,182-65.3% | $2,342-38.0% |
| Participant deferral / active EE | $2,592 | $3,272-20.8% | $5,045-48.6% | $3,332-22.2% |
| Admin fee / account holder | $414 | $3,932-89.5% | $8,159-94.9% | $4,645-91.1% |