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 5-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 | $36,937 | $80,717-54.2% | $154,803-76.1% | $84,808-56.4% |
| Participation rate | 96.6% | 66.8%+29.8pp | 78.1%+18.5pp | 68.3%+28.3pp |
| Annual return | 16.24% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,027 | $2,761-26.6% | $4,305-52.9% | $2,631-23.0% |
| Participant deferral / active EE | $4,291 | $3,303+29.9% | $5,540-22.6% | $4,212+1.9% |
| Admin fee / account holder | $1,420 | $6,746-78.9% | $14,329-90.1% | $7,344-80.7% |