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 | $35,252 | $78,926-55.3% | $136,749-74.2% | $84,808-58.4% |
| Participation rate | 91.5% | 62.2%+29.3pp | 72.1%+19.4pp | 68.3%+23.2pp |
| Annual return | 13.73% | 18.17%-4.4pp | 24.33%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,251 | $3,168-29.0% | $4,692-52.0% | $4,212-46.6% |
| Admin fee / account holder | $984 | $6,369-84.5% | $11,386-91.4% | $7,344-86.6% |