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 | $11,223 | $54,705-79.5% | $71,209-84.2% | $84,808-86.8% |
| Participation rate | 81.5% | 64.1%+17.4pp | 73.8%+7.7pp | 68.3%+13.2pp |
| Annual return | 21.15% | 35.90%-14.7pp | 282.51%-261.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,111 | $2,158-48.5% | $2,721-59.2% | $2,631-57.8% |
| Participant deferral / active EE | $2,123 | $3,030-29.9% | $4,175-49.2% | $4,212-49.6% |
| Admin fee / account holder | $366 | $4,863-92.5% | $5,349-93.2% | $7,344-95.0% |