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 | $14,889 | $46,553-68.0% | $64,056-76.8% | $75,163-80.2% |
| Participation rate | 81.7% | 65.9%+15.8pp | 72.3%+9.4pp | 67.2%+14.5pp |
| Annual return | 19.91% | 26.03%-6.1pp | 33.69%-13.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,423 | $1,974-27.9% | $2,747-48.2% | $2,670-46.7% |
| Participant deferral / active EE | $1,336 | $2,837-52.9% | $3,880-65.6% | $4,125-67.6% |
| Admin fee / account holder | $1,227 | $2,952-58.4% | $3,068-60.0% | $5,651-78.3% |