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 5-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 | $10,647 | $51,175-79.2% | $70,515-84.9% | $75,163-85.8% |
| Participation rate | 74.1% | 60.9%+13.1pp | 68.3%+5.7pp | 67.2%+6.9pp |
| Annual return | 22.13% | 30.02%-7.9pp | 32.77%-10.6pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,746 | $1,826-4.4% | $2,973-41.3% | $2,670-34.6% |
| Participant deferral / active EE | $2,609 | $2,849-8.4% | $4,567-42.9% | $4,125-36.8% |
| Admin fee / account holder | $2,199 | $4,091-46.2% | $6,412-65.7% | $5,651-61.1% |