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 | $13,721 | $80,717-83.0% | $154,803-91.1% | $84,808-83.8% |
| Participation rate | 79.7% | 66.8%+12.9pp | 78.1%+1.7pp | 68.3%+11.4pp |
| Annual return | 23.38% | 37.96%-14.6pp | 58.88%-35.5pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,075 | $2,761-61.1% | $4,305-75.0% | $2,631-59.2% |
| Participant deferral / active EE | $2,295 | $3,303-30.5% | $5,540-58.6% | $4,212-45.5% |
| Admin fee / account holder | $541 | $6,746-92.0% | $14,329-96.2% | $7,344-92.6% |