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 7-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 | $14,719 | $51,638-71.5% | $68,368-78.5% | $82,448-82.1% |
| Participation rate | 79.5% | 63.6%+15.9pp | 73.8%+5.8pp | 68.1%+11.5pp |
| Annual return | 19.04% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $810 | $2,047-60.4% | $2,649-69.4% | $2,551-68.3% |
| Participant deferral / active EE | $2,122 | $2,914-27.2% | $4,123-48.5% | $4,139-48.7% |
| Admin fee / account holder | $769 | $4,643-83.4% | $5,150-85.1% | $7,234-89.4% |