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 6-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 | $33,190 | $94,625-64.9% | $116,228-71.4% | $84,808-60.9% |
| Participation rate | 81.5% | 70.4%+11.0pp | 74.6%+6.9pp | 68.3%+13.2pp |
| Annual return | 16.65% | 20.40%-3.8pp | 90.06%-73.4pp | 40.90%-24.2pp |
| Employer contribution / active EE | $978 | $2,347-58.3% | $2,994-67.3% | $2,631-62.8% |
| Participant deferral / active EE | $3,852 | $3,972-3.0% | $4,953-22.2% | $4,212-8.5% |
| Admin fee / account holder | $3,972 | $10,091-60.6% | $11,989-66.9% | $7,344-45.9% |