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 | $18,586 | $52,681-64.7% | $75,781-75.5% | $59,632-68.8% |
| Participation rate | 77.2% | 67.2%+10.0pp | 75.8%+1.4pp | 68.7%+8.5pp |
| Annual return | 3.16% | 2.95%+0.2pp | 9.68%-6.5pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $1,604 | $2,193-26.9% | $3,323-51.7% | $2,203-27.2% |
| Participant deferral / active EE | $2,183 | $2,591-15.8% | $3,651-40.2% | $3,192-31.6% |
| Admin fee / account holder | $338 | $3,610-90.7% | $5,299-93.6% | $4,297-92.1% |