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 | $26,647 | $73,933-64.0% | $96,683-72.4% | $75,163-64.5% |
| Participation rate | 92.4% | 66.4%+26.0pp | 74.3%+18.1pp | 67.2%+25.2pp |
| Annual return | 16.92% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,145 | $2,928-26.7% | $3,737-42.6% | $2,670-19.7% |
| Participant deferral / active EE | $2,403 | $3,659-34.3% | $4,878-50.7% | $4,125-41.8% |
| Admin fee / account holder | $532 | $5,216-89.8% | $6,730-92.1% | $5,651-90.6% |