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 | $31,001 | $72,492-57.2% | $87,100-64.4% | $72,985-57.5% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.9%+17.3pp | 69.5%+24.7pp |
| Annual return | 21.37% | 24.46%-3.1pp | 28.19%-6.8pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,533 | $1,894-19.0% | $2,521-39.2% | $2,440-37.2% |
| Participant deferral / active EE | $1,842 | $3,270-43.7% | $4,049-54.5% | $3,607-49.0% |
| Admin fee / account holder | $2,524 | $5,055-50.1% | $7,497-66.3% | $5,124-50.7% |