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 | $5,067 | $74,888-93.2% | $71,209-92.9% | $142,382-96.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 22.51% | 345.14%-322.6pp | 282.51%-260.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $732 | $2,854-74.4% | $2,721-73.1% | $4,299-83.0% |
| Participant deferral / active EE | $1,469 | $4,454-67.0% | $4,175-64.8% | $6,507-77.4% |
| Admin fee / account holder | $1,021 | $5,568-81.7% | $5,349-80.9% | $12,624-91.9% |