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 | $21,963 | $53,127-58.7% | $86,590-74.6% | $70,131-68.7% |
| Participation rate | 92.8% | 65.3%+27.5pp | 73.5%+19.2pp | 69.5%+23.2pp |
| Annual return | 25.34% | 27.66%-2.3pp | 964.84%-939.5pp | 73.14%-47.8pp |
| Employer contribution / active EE | $1,039 | $2,068-49.8% | $2,839-63.4% | $2,342-55.7% |
| Participant deferral / active EE | $1,746 | $2,696-35.2% | $3,609-51.6% | $3,332-47.6% |
| Admin fee / account holder | $419 | $3,585-88.3% | $4,906-91.5% | $4,645-91.0% |