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 | $23,399 | $72,012-67.5% | $185,823-87.4% | $79,858-70.7% |
| Participation rate | 80.3% | 65.8%+14.6pp | 78.0%+2.3pp | 69.6%+10.7pp |
| Annual return | 17.43% | 23.12%-5.7pp | 35.95%-18.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $975 | $1,965-50.4% | $4,087-76.2% | $2,471-60.5% |
| Participant deferral / active EE | $2,075 | $3,779-45.1% | $5,632-63.2% | $3,740-44.5% |
| Admin fee / account holder | $928 | $4,513-79.4% | $9,500-90.2% | $5,306-82.5% |