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 | $27,437 | $58,828-53.4% | $77,999-64.8% | $62,891-56.4% |
| Participation rate | 86.2% | 71.1%+15.1pp | 75.5%+10.7pp | 69.3%+16.9pp |
| Annual return | 10.03% | 17.16%-7.1pp | 425.96%-415.9pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,406 | $1,672-15.9% | $2,470-43.1% | $2,281-38.4% |
| Participant deferral / active EE | $1,851 | $2,686-31.1% | $3,497-47.1% | $3,203-42.2% |
| Admin fee / account holder | $2,777 | $4,393-36.8% | $5,480-49.3% | $4,296-35.3% |