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 | $26,921 | $65,365-58.8% | $92,893-71.0% | $72,985-63.1% |
| Participation rate | 92.7% | 68.3%+24.4pp | 76.0%+16.7pp | 69.5%+23.2pp |
| Annual return | 39.52% | 42.10%-2.6pp | 109.41%-69.9pp | 81.00%-41.5pp |
| Employer contribution / active EE | $1,613 | $2,594-37.8% | $3,653-55.8% | $2,440-33.9% |
| Participant deferral / active EE | $2,868 | $3,128-8.3% | $4,236-32.3% | $3,607-20.5% |
| Admin fee / account holder | $331 | $4,251-92.2% | $5,794-94.3% | $5,124-93.6% |