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 5-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 | $20,036 | $110,257-81.8% | $96,544-79.2% | $139,434-85.6% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 28.46% | 26.32%+2.1pp | 25.84%+2.6pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,503 | $3,620-58.5% | $2,965-49.3% | $4,751-68.4% |
| Participant deferral / active EE | $5,834 | $5,548+5.2% | $4,851+20.3% | $6,710-13.1% |
| Admin fee / account holder | $902 | $11,591-92.2% | $8,252-89.1% | $11,403-92.1% |