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 | $30,193 | $54,762-44.9% | $90,281-66.6% | $72,985-58.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.55% | 30.63%-12.1pp | 78.10%-59.5pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,131 | $2,092+1.9% | $2,854-25.3% | $2,440-12.6% |
| Participant deferral / active EE | $2,624 | $2,887-9.1% | $3,885-32.5% | $3,607-27.3% |
| Admin fee / account holder | $1,774 | $3,972-55.3% | $5,351-66.8% | $5,124-65.4% |