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 | $29,757 | $67,411-55.9% | $91,001-67.3% | $70,131-57.6% |
| Participation rate | 97.8% | 71.4%+26.5pp | 75.6%+22.2pp | 69.5%+28.3pp |
| Annual return | 16.70% | -40.16%+56.9pp | 4.60%+12.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,961 | $1,786+9.8% | $2,456-20.1% | $2,342-16.3% |
| Participant deferral / active EE | $2,098 | $2,823-25.7% | $3,547-40.8% | $3,332-37.0% |
| Admin fee / account holder | $7,153 | $4,236+68.9% | $5,417+32.0% | $4,645+54.0% |