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 | $18,745 | $45,035-58.4% | $62,995-70.2% | $70,131-73.3% |
| Participation rate | 83.7% | 69.5%+14.2pp | 74.8%+8.9pp | 69.5%+14.2pp |
| Annual return | 20.33% | 18.76%+1.6pp | 87.57%-67.2pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,677 | $2,051-18.3% | $2,759-39.2% | $2,342-28.4% |
| Participant deferral / active EE | $2,842 | $2,465+15.3% | $3,329-14.6% | $3,332-14.7% |
| Admin fee / account holder | $592 | $2,834-79.1% | $3,600-83.6% | $4,645-87.3% |