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 | $25,347 | $68,719-63.1% | $91,541-72.3% | $84,808-70.1% |
| Participation rate | 95.2% | 64.5%+30.7pp | 69.8%+25.5pp | 68.3%+26.9pp |
| Annual return | 18.30% | 19.12%-0.8pp | 20.50%-2.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,900 | $1,920-1.1% | $2,505-24.2% | $2,631-27.8% |
| Participant deferral / active EE | $4,638 | $3,136+47.9% | $4,008+15.7% | $4,212+10.1% |
| Admin fee / account holder | $1,205 | $5,786-79.2% | $6,956-82.7% | $7,344-83.6% |