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 | $39,879 | $53,127-24.9% | $86,590-53.9% | $70,131-43.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.79% | 27.66%-13.9pp | 964.84%-951.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,159 | $2,068-43.9% | $2,839-59.2% | $2,342-50.5% |
| Participant deferral / active EE | $2,196 | $2,696-18.5% | $3,609-39.1% | $3,332-34.1% |
| Admin fee / account holder | $2,694 | $3,585-24.9% | $4,906-45.1% | $4,645-42.0% |