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 | $21,664 | $63,764-66.0% | $81,930-73.6% | $79,858-72.9% |
| Participation rate | 97.4% | 67.5%+29.9pp | 72.0%+25.4pp | 69.6%+27.8pp |
| Annual return | 16.17% | 22.66%-6.5pp | 29.49%-13.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,073 | $1,795-40.2% | $4,310-75.1% | $2,471-56.6% |
| Participant deferral / active EE | $2,147 | $2,780-22.8% | $7,107-69.8% | $3,740-42.6% |
| Admin fee / account holder | $915 | $4,426-79.3% | $5,158-82.3% | $5,306-82.8% |