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 4-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 | $49,861 | $95,266-47.7% | $82,389-39.5% | $142,382-65.0% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.5%+3.8pp | 80.1%-6.8pp |
| Annual return | 15.64% | 25.74%-10.1pp | 28.67%-13.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,552 | $2,991-48.1% | $2,517-38.3% | $4,299-63.9% |
| Participant deferral / active EE | $4,615 | $4,809-4.0% | $4,155+11.1% | $6,507-29.1% |
| Admin fee / account holder | $11,430 | $8,563+33.5% | $7,231+58.1% | $12,624-9.5% |