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 | $19,072 | $65,365-70.8% | $92,893-79.5% | $72,985-73.9% |
| Participation rate | 98.6% | 68.3%+30.3pp | 76.0%+22.6pp | 69.5%+29.1pp |
| Annual return | 22.00% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,507 | $2,594-41.9% | $3,653-58.7% | $2,440-38.2% |
| Participant deferral / active EE | $2,599 | $3,128-16.9% | $4,236-38.6% | $3,607-27.9% |
| Admin fee / account holder | $376 | $4,251-91.2% | $5,794-93.5% | $5,124-92.7% |