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 | $23,507 | $57,065-58.8% | $75,670-68.9% | $70,131-66.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 13.29% | 23.57%-10.3pp | 27.34%-14.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,741 | $1,817-4.1% | $2,352-26.0% | $2,342-25.7% |
| Participant deferral / active EE | $2,644 | $2,580+2.5% | $3,142-15.9% | $3,332-20.6% |
| Admin fee / account holder | $4,101 | $3,825+7.2% | $5,800-29.3% | $4,645-11.7% |