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 | $13,596 | $65,685-79.3% | $57,179-76.2% | $273,961-95.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.33% | 21.99%-14.7pp | 14.59%-7.3pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,365 | $3,279-58.4% | $2,682-49.1% | $4,869-72.0% |
| Participant deferral / active EE | $2,913 | $3,782-23.0% | $3,096-5.9% | $5,287-44.9% |
| Admin fee / account holder | $316 | $4,835-93.5% | $3,139-89.9% | $10,132-96.9% |