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 7-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 | $14,299 | $81,248-82.4% | $155,509-90.8% | $80,856-82.3% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.5pp | 67.6%+13.0pp |
| Annual return | 12.26% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,281 | $3,100-58.7% | $4,672-72.6% | $2,755-53.5% |
| Participant deferral / active EE | $3,897 | $3,452+12.9% | $5,626-30.7% | $4,296-9.3% |
| Admin fee / account holder | $985 | $7,997-87.7% | $15,912-93.8% | $6,918-85.8% |