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 | $19,225 | $84,233-77.2% | $170,442-88.7% | $70,131-72.6% |
| Participation rate | 92.6% | 70.8%+21.8pp | 83.6%+9.0pp | 69.5%+23.1pp |
| Annual return | 13.40% | 23.06%-9.7pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $606 | $3,387-82.1% | $5,433-88.9% | $2,342-74.1% |
| Participant deferral / active EE | $2,524 | $3,086-18.2% | $4,939-48.9% | $3,332-24.2% |
| Admin fee / account holder | $1,987 | $5,698-65.1% | $13,880-85.7% | $4,645-57.2% |