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 3-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 | $12,100 | $58,627-79.4% | $76,735-84.2% | $82,448-85.3% |
| Participation rate | 87.2% | 63.2%+24.0pp | 69.5%+17.7pp | 68.1%+19.1pp |
| Annual return | 18.92% | 39.10%-20.2pp | 29.77%-10.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,550 | $1,729-10.4% | $2,454-36.8% | $2,551-39.2% |
| Participant deferral / active EE | $2,720 | $3,134-13.2% | $4,088-33.5% | $4,139-34.3% |
| Admin fee / account holder | $1,782 | $5,323-66.5% | $7,189-75.2% | $7,234-75.4% |