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 | $15,310 | $57,057-73.2% | $85,009-82.0% | $80,874-81.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.11% | 21.66%-9.5pp | 66.47%-54.4pp | 35.62%-23.5pp |
| Employer contribution / active EE | $798 | $1,799-55.6% | $2,728-70.7% | $2,756-71.0% |
| Participant deferral / active EE | $1,596 | $3,112-48.7% | $4,522-64.7% | $4,297-62.9% |
| Admin fee / account holder | $1,034 | $4,986-79.3% | $6,153-83.2% | $6,935-85.1% |