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 | $22,617 | $81,233-72.2% | $155,567-85.5% | $80,874-72.0% |
| Participation rate | 77.2% | 66.2%+11.0pp | 78.2%-1.0pp | 67.6%+9.6pp |
| Annual return | 15.05% | 33.33%-18.3pp | 64.74%-49.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $1,816 | $3,101-41.4% | $4,674-61.1% | $2,756-34.1% |
| Participant deferral / active EE | $2,818 | $3,452-18.4% | $5,628-49.9% | $4,297-34.4% |
| Admin fee / account holder | $3,218 | $7,998-59.8% | $15,916-79.8% | $6,935-53.6% |