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 | $13,140 | $37,426-64.9% | $77,482-83.0% | $79,858-83.5% |
| Participation rate | 96.0% | 41.5%+54.5pp | 54.2%+41.8pp | 69.6%+26.4pp |
| Annual return | 21.49% | 39.70%-18.2pp | 54.79%-33.3pp | 31.71%-10.2pp |
| Employer contribution / active EE | $423 | $637-33.6% | $986-57.2% | $2,471-82.9% |
| Participant deferral / active EE | $1,225 | $1,260-2.8% | $1,861-34.2% | $3,740-67.2% |
| Admin fee / account holder | $1,439 | $2,504-42.5% | $2,858-49.7% | $5,306-72.9% |