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 | $27,636 | $37,426-26.2% | $77,482-64.3% | $79,858-65.4% |
| Participation rate | 88.9% | 41.5%+47.4pp | 54.2%+34.7pp | 69.6%+19.3pp |
| Annual return | 15.35% | 39.70%-24.3pp | 54.79%-39.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $396 | $637-37.8% | $986-59.8% | $2,471-84.0% |
| Participant deferral / active EE | $3,465 | $1,260+175.0% | $1,861+86.2% | $3,740-7.3% |
| Admin fee / account holder | $5,508 | $2,504+120.0% | $2,858+92.7% | $5,306+3.8% |