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 | $21,851 | $110,257-80.2% | $96,544-77.4% | $139,434-84.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.45% | 26.32%-4.9pp | 25.84%-4.4pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,167 | $3,620-67.8% | $2,965-60.6% | $4,751-75.4% |
| Participant deferral / active EE | $4,265 | $5,548-23.1% | $4,851-12.1% | $6,710-36.4% |
| Admin fee / account holder | $1,354 | $11,591-88.3% | $8,252-83.6% | $11,403-88.1% |