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 | $32,349 | $80,673-59.9% | $101,326-68.1% | $84,808-61.9% |
| Participation rate | 98.0% | 77.8%+20.2pp | 81.5%+16.5pp | 68.3%+29.6pp |
| Annual return | 20.35% | 38.95%-18.6pp | 36.82%-16.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,777 | $2,698-34.1% | $3,665-51.5% | $2,631-32.5% |
| Participant deferral / active EE | $6,528 | $6,840-4.6% | $7,994-18.3% | $4,212+55.0% |
| Admin fee / account holder | $1,762 | $12,784-86.2% | $11,185-84.2% | $7,344-76.0% |