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 | $24,426 | $55,706-56.2% | $75,886-67.8% | $72,985-66.5% |
| Participation rate | 70.2% | 61.1%+9.1pp | 69.3%+0.9pp | 69.5%+0.7pp |
| Annual return | 19.07% | 27.59%-8.5pp | 30.76%-11.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,601 | $1,687-5.1% | $2,500-36.0% | $2,440-34.4% |
| Participant deferral / active EE | $2,298 | $2,634-12.7% | $3,603-36.2% | $3,607-36.3% |
| Admin fee / account holder | $949 | $3,978-76.2% | $5,418-82.5% | $5,124-81.5% |