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 3-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 | $15,887 | $60,892-73.9% | $82,389-80.7% | $84,808-81.3% |
| Participation rate | 73.5% | 63.3%+10.3pp | 69.5%+4.0pp | 68.3%+5.2pp |
| Annual return | 60.57% | 37.29%+23.3pp | 28.67%+31.9pp | 40.90%+19.7pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,005 | $3,179+26.0% | $4,155-3.6% | $4,212-4.9% |
| Admin fee / account holder | $310 | $5,467-94.3% | $7,231-95.7% | $7,344-95.8% |