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 | $22,577 | $65,365-65.5% | $92,893-75.7% | $72,985-69.1% |
| Participation rate | 77.9% | 68.3%+9.6pp | 76.0%+1.9pp | 69.5%+8.4pp |
| Annual return | 18.56% | 42.10%-23.5pp | 109.41%-90.9pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,212 | $2,594-53.3% | $3,653-66.8% | $2,440-50.3% |
| Participant deferral / active EE | $1,875 | $3,128-40.1% | $4,236-55.7% | $3,607-48.0% |
| Admin fee / account holder | $1,484 | $4,251-65.1% | $5,794-74.4% | $5,124-71.0% |