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 | $33,074 | $93,571-64.7% | $135,903-75.7% | $75,163-56.0% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 16.61% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,359 | $3,537-33.3% | $4,856-51.4% | $2,670-11.6% |
| Participant deferral / active EE | $4,696 | $6,404-26.7% | $7,758-39.5% | $4,125+13.8% |
| Admin fee / account holder | $1,273 | $6,975-81.7% | $10,762-88.2% | $5,651-77.5% |