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 3-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 | $4,229 | $23,330-81.9% | $64,489-93.4% | $82,448-94.9% |
| Participation rate | 73.3% | 68.3%+5.0pp | 67.7%+5.6pp | 68.1%+5.3pp |
| Annual return | 29.15% | 83.66%-54.5pp | 55.03%-25.9pp | 41.64%-12.5pp |
| Employer contribution / active EE | $854 | $824+3.6% | $1,523-43.9% | $2,551-66.5% |
| Participant deferral / active EE | $2,232 | $1,707+30.8% | $2,778-19.6% | $4,139-46.1% |
| Admin fee / account holder | $899 | $2,946-69.5% | $4,260-78.9% | $7,234-87.6% |