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 10-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 | $44,604 | $58,828-24.2% | $77,999-42.8% | $62,891-29.1% |
| Participation rate | 89.5% | 71.1%+18.4pp | 75.5%+14.0pp | 69.3%+20.2pp |
| Annual return | 6.85% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $437 | $1,672-73.8% | $2,470-82.3% | $2,281-80.8% |
| Participant deferral / active EE | $4,008 | $2,686+49.2% | $3,497+14.6% | $3,203+25.1% |
| Admin fee / account holder | $1,976 | $4,393-55.0% | $5,480-63.9% | $4,296-54.0% |