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 | $21,673 | $93,346-76.8% | $71,796-69.8% | $273,961-92.1% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.1%+3.6pp | 83.0%-10.3pp |
| Annual return | 10.72% | 130.39%-119.7pp | 78.04%-67.3pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,251 | $2,733-54.2% | $1,924-35.0% | $4,869-74.3% |
| Participant deferral / active EE | $3,300 | $3,475-5.0% | $2,794+18.1% | $5,287-37.6% |
| Admin fee / account holder | $3,769 | $6,571-42.6% | $4,815-21.7% | $10,132-62.8% |