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 | $34,785 | $61,156-43.1% | $185,823-81.3% | $79,386-56.2% |
| Participation rate | 77.2% | 66.6%+10.6pp | 81.7%-4.5pp | 70.7%+6.5pp |
| Annual return | 13.47% | 19.45%-6.0pp | 122.05%-108.6pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,395 | $2,321-39.9% | $5,167-73.0% | $2,427-42.5% |
| Participant deferral / active EE | $2,332 | $2,789-16.4% | $5,568-58.1% | $4,046-42.4% |
| Admin fee / account holder | $7,924 | $710+1016.8% | $16,237-51.2% | $626+1165.0% |