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 | $24,168 | $49,915-51.6% | $154,803-84.4% | $74,304-67.5% |
| Participation rate | 79.8% | 54.0%+25.9pp | 78.1%+1.8pp | 60.3%+19.5pp |
| Annual return | 15.19% | 34.06%-18.9pp | 58.88%-43.7pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,375 | $1,611-14.7% | $4,305-68.1% | $2,241-38.7% |
| Participant deferral / active EE | $1,162 | $2,255-48.4% | $5,540-79.0% | $3,767-69.1% |
| Admin fee / account holder | $1,264 | $2,189-42.2% | $14,329-91.2% | $2,969-57.4% |