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 4-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 | $32,716 | $110,257-70.3% | $96,544-66.1% | $139,434-76.5% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 13.83% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,468 | $3,620-31.8% | $2,965-16.8% | $4,751-48.0% |
| Participant deferral / active EE | $4,447 | $5,548-19.8% | $4,851-8.3% | $6,710-33.7% |
| Admin fee / account holder | $3,204 | $11,591-72.4% | $8,252-61.2% | $11,403-71.9% |