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 | $26,760 | $127,065-78.9% | $113,168-76.4% | $142,382-81.2% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 21.60% | 24.03%-2.4pp | 24.27%-2.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,117 | $3,442-38.5% | $2,975-28.8% | $4,299-50.7% |
| Participant deferral / active EE | $5,624 | $5,716-1.6% | $5,107+10.1% | $6,507-13.6% |
| Admin fee / account holder | $1,219 | $15,736-92.3% | $12,068-89.9% | $12,624-90.3% |