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 | $25,331 | $48,076-47.3% | $78,689-67.8% | $62,891-59.7% |
| Participation rate | 81.4% | 65.2%+16.2pp | 73.6%+7.9pp | 69.3%+12.1pp |
| Annual return | 8.20% | 31.35%-23.2pp | 62.18%-54.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,154 | $2,015-42.7% | $2,851-59.5% | $2,281-49.4% |
| Participant deferral / active EE | $2,226 | $2,588-14.0% | $3,517-36.7% | $3,203-30.5% |
| Admin fee / account holder | $1,791 | $3,207-44.2% | $4,510-60.3% | $4,296-58.3% |