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 | $28,805 | $127,065-77.3% | $113,168-74.5% | $142,382-79.8% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 11.77% | 24.03%-12.3pp | 24.27%-12.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,489 | $3,442-56.7% | $2,975-50.0% | $4,299-65.4% |
| Participant deferral / active EE | $3,379 | $5,716-40.9% | $5,107-33.8% | $6,507-48.1% |
| Admin fee / account holder | $357 | $15,736-97.7% | $12,068-97.0% | $12,624-97.2% |