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 | $23,175 | $80,717-71.3% | $154,803-85.0% | $84,808-72.7% |
| Participation rate | 77.1% | 66.8%+10.3pp | 78.1%-0.9pp | 68.3%+8.8pp |
| Annual return | 14.50% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,340 | $2,761-51.5% | $4,305-68.9% | $2,631-49.1% |
| Participant deferral / active EE | $2,137 | $3,303-35.3% | $5,540-61.4% | $4,212-49.3% |
| Admin fee / account holder | $3,288 | $6,746-51.3% | $14,329-77.1% | $7,344-55.2% |