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 | $36,815 | $140,578-73.8% | $100,671-63.4% | $125,391-70.6% |
| Participation rate | 70.0% | 80.4%-10.4pp | 70.7%-0.7pp | 83.2%-13.2pp |
| Annual return | 1.53% | 24.67%-23.1pp | 20.43%-18.9pp | 282.22%-280.7pp |
| Employer contribution / active EE | $879 | $5,965-85.3% | $4,012-78.1% | $4,866-81.9% |
| Participant deferral / active EE | $4,722 | $3,981+18.6% | $3,144+50.2% | $5,352-11.8% |
| Admin fee / account holder | $1,082 | $6,716-83.9% | $4,850-77.7% | $9,540-88.7% |