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 | $30,266 | $57,016-46.9% | $84,966-64.4% | $80,856-62.6% |
| Participation rate | 91.0% | 56.3%+34.7pp | 67.5%+23.5pp | 67.6%+23.4pp |
| Annual return | 21.41% | 21.66%-0.2pp | 66.38%-45.0pp | 35.59%-14.2pp |
| Employer contribution / active EE | $502 | $1,798-72.1% | $2,727-81.6% | $2,755-81.8% |
| Participant deferral / active EE | $2,595 | $3,110-16.6% | $4,519-42.6% | $4,296-39.6% |
| Admin fee / account holder | $958 | $4,980-80.8% | $6,149-84.4% | $6,918-86.2% |