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 | $24,332 | $180,749-86.5% | $160,784-84.9% | $137,256-82.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 15.19% | 2234.46%-2219.3pp | 1803.92%-1788.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,099 | $4,155-73.5% | $3,733-70.5% | $4,156-73.5% |
| Participant deferral / active EE | $2,478 | $6,844-63.8% | $6,293-60.6% | $6,407-61.3% |
| Admin fee / account holder | $481 | $10,397-95.4% | $9,717-95.0% | $12,270-96.1% |