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 | $29,322 | $106,749-72.5% | $145,433-79.8% | $82,448-64.4% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 15.33% | 27.59%-12.3pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,655 | $3,444-52.0% | $4,554-63.7% | $2,551-35.1% |
| Participant deferral / active EE | $5,205 | $6,519-20.1% | $7,897-34.1% | $4,139+25.8% |
| Admin fee / account holder | $2,427 | $8,390-71.1% | $13,129-81.5% | $7,234-66.5% |