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 | $27,979 | $95,416-70.7% | $185,823-84.9% | $85,850-67.4% |
| Participation rate | 71.8% | 68.8%+3.0pp | 81.7%-9.9pp | 69.3%+2.5pp |
| Annual return | 13.33% | 23.59%-10.3pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $960 | $3,314-71.0% | $5,167-81.4% | $2,565-62.6% |
| Participant deferral / active EE | $1,402 | $3,423-59.1% | $5,568-74.8% | $3,952-64.5% |
| Admin fee / account holder | $3,578 | $7,213-50.4% | $16,237-78.0% | $6,260-42.8% |