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 | $21,952 | $60,892-63.9% | $82,389-73.4% | $84,808-74.1% |
| Participation rate | 75.0% | 63.3%+11.7pp | 69.5%+5.5pp | 68.3%+6.7pp |
| Annual return | 21.44% | 37.29%-15.9pp | 28.67%-7.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,731 | $1,779-2.7% | $2,517-31.2% | $2,631-34.2% |
| Participant deferral / active EE | $3,500 | $3,179+10.1% | $4,155-15.7% | $4,212-16.9% |
| Admin fee / account holder | $2,934 | $5,467-46.3% | $7,231-59.4% | $7,344-60.0% |