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 | $7,375 | $107,452-93.1% | $91,541-91.9% | $142,382-94.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.47% | 22.06%-8.6pp | 20.50%-7.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $558 | $2,994-81.4% | $2,505-77.7% | $4,299-87.0% |
| Participant deferral / active EE | $905 | $4,754-81.0% | $4,008-77.4% | $6,507-86.1% |
| Admin fee / account holder | $486 | $8,834-94.5% | $6,956-93.0% | $12,624-96.2% |