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 | $27,968 | $111,535-74.9% | $105,223-73.4% | $137,256-79.6% |
| Participation rate | 77.3% | 78.1%-0.8pp | 75.0%+2.2pp | 80.0%-2.7pp |
| Annual return | 16.28% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,853 | $3,939-53.0% | $3,689-49.8% | $4,156-55.4% |
| Participant deferral / active EE | $3,462 | $5,500-37.0% | $5,072-31.7% | $6,407-46.0% |
| Admin fee / account holder | $2,449 | $9,721-74.8% | $8,859-72.4% | $12,270-80.0% |