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 4-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 | $15,094 | $106,515-85.8% | $96,683-84.4% | $139,434-89.2% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.3%+16.1pp | 80.3%+10.2pp |
| Annual return | 27.95% | 38.43%-10.5pp | 35.69%-7.7pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,223 | $4,103-45.8% | $3,737-40.5% | $4,751-53.2% |
| Participant deferral / active EE | $3,500 | $5,454-35.8% | $4,878-28.2% | $6,710-47.8% |
| Admin fee / account holder | $2,390 | $7,877-69.7% | $6,730-64.5% | $11,403-79.0% |