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 | $16,209 | $54,762-70.4% | $90,281-82.0% | $72,985-77.8% |
| Participation rate | 91.7% | 65.1%+26.5pp | 73.3%+18.4pp | 69.5%+22.2pp |
| Annual return | 20.53% | 30.63%-10.1pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,769 | $2,092-15.5% | $2,854-38.0% | $2,440-27.5% |
| Participant deferral / active EE | $3,046 | $2,887+5.5% | $3,885-21.6% | $3,607-15.6% |
| Admin fee / account holder | $1,038 | $3,972-73.9% | $5,351-80.6% | $5,124-79.7% |