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 | $18,323 | $52,580-65.2% | $71,671-74.4% | $70,131-73.9% |
| Participation rate | 96.0% | 60.9%+35.1pp | 68.7%+27.3pp | 69.5%+26.5pp |
| Annual return | 19.19% | 20.25%-1.1pp | 20.65%-1.5pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,827 | $1,616+13.1% | $2,460-25.7% | $2,342-22.0% |
| Participant deferral / active EE | $1,360 | $2,386-43.0% | $3,438-60.4% | $3,332-59.2% |
| Admin fee / account holder | $385 | $3,653-89.5% | $5,558-93.1% | $4,645-91.7% |