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 | $33,412 | $80,968-58.7% | $96,544-65.4% | $75,163-55.5% |
| Participation rate | 87.7% | 71.8%+15.9pp | 76.0%+11.7pp | 67.2%+20.5pp |
| Annual return | 27.66% | 27.06%+0.6pp | 25.84%+1.8pp | 160.62%-133.0pp |
| Employer contribution / active EE | $1,639 | $2,282-28.2% | $2,965-44.7% | $2,670-38.6% |
| Participant deferral / active EE | $2,708 | $3,928-31.1% | $4,851-44.2% | $4,125-34.3% |
| Admin fee / account holder | $564 | $6,724-91.6% | $8,252-93.2% | $5,651-90.0% |