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 | $13,087 | $49,227-73.4% | $70,449-81.4% | $79,858-83.6% |
| Participation rate | 78.8% | 69.2%+9.7pp | 75.1%+3.8pp | 69.6%+9.2pp |
| Annual return | 40.83% | 30.06%+10.8pp | 109.03%-68.2pp | 31.71%+9.1pp |
| Employer contribution / active EE | $1,679 | $2,099-20.0% | $2,737-38.7% | $2,471-32.1% |
| Participant deferral / active EE | $3,951 | $2,768+42.8% | $3,709+6.5% | $3,740+5.7% |
| Admin fee / account holder | $507 | $2,878-82.4% | $3,845-86.8% | $5,306-90.4% |