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 | $30,113 | $98,240-69.3% | $82,313-63.4% | $147,584-79.6% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 15.08% | 30.85%-15.8pp | 25.88%-10.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,138 | $3,192-33.0% | $2,428-11.9% | $4,876-56.1% |
| Participant deferral / active EE | $2,792 | $4,383-36.3% | $3,706-24.7% | $5,439-48.7% |
| Admin fee / account holder | $1,169 | $8,563-86.3% | $5,608-79.1% | $10,885-89.3% |