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 8-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 | $16,006 | $60,892-73.7% | $82,389-80.6% | $84,808-81.1% |
| Participation rate | 84.4% | 63.3%+21.1pp | 69.5%+14.8pp | 68.3%+16.1pp |
| Annual return | 19.61% | 37.29%-17.7pp | 28.67%-9.1pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,493 | $1,779-16.1% | $2,517-40.7% | $2,631-43.3% |
| Participant deferral / active EE | $2,231 | $3,179-29.8% | $4,155-46.3% | $4,212-47.0% |
| Admin fee / account holder | $903 | $5,467-83.5% | $7,231-87.5% | $7,344-87.7% |