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 9-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 | $17,611 | $80,717-78.2% | $154,803-88.6% | $84,808-79.2% |
| Participation rate | 76.2% | 66.8%+9.4pp | 78.1%-1.9pp | 68.3%+7.9pp |
| Annual return | 17.42% | 37.96%-20.5pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,317 | $2,761-52.3% | $4,305-69.4% | $2,631-49.9% |
| Participant deferral / active EE | $2,701 | $3,303-18.2% | $5,540-51.3% | $4,212-35.9% |
| Admin fee / account holder | $1,038 | $6,746-84.6% | $14,329-92.8% | $7,344-85.9% |