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 | $17,531 | $60,892-71.2% | $82,389-78.7% | $84,808-79.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 29.69% | 37.29%-7.6pp | 28.67%+1.0pp | 40.90%-11.2pp |
| Employer contribution / active EE | $2,948 | $1,779+65.7% | $2,517+17.1% | $2,631+12.1% |
| Participant deferral / active EE | $5,510 | $3,179+73.3% | $4,155+32.6% | $4,212+30.8% |
| Admin fee / account holder | $351 | $5,467-93.6% | $7,231-95.1% | $7,344-95.2% |