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 8-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 | $13,138 | $46,553-71.8% | $64,056-79.5% | $75,163-82.5% |
| Participation rate | 74.2% | 65.9%+8.3pp | 72.3%+1.9pp | 67.2%+7.0pp |
| Annual return | 16.38% | 26.03%-9.6pp | 33.69%-17.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,067 | $1,974-46.0% | $2,747-61.2% | $2,670-60.1% |
| Participant deferral / active EE | $2,490 | $2,837-12.2% | $3,880-35.8% | $4,125-39.6% |
| Admin fee / account holder | $3,171 | $2,952+7.4% | $3,068+3.3% | $5,651-43.9% |