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 8-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 | $41,728 | $123,793-66.3% | $177,821-76.5% | $79,858-47.7% |
| Participation rate | 70.5% | 84.7%-14.2pp | 87.7%-17.3pp | 69.6%+0.8pp |
| Annual return | 12.50% | 22.82%-10.3pp | 48.32%-35.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,437 | $4,095-64.9% | $5,918-75.7% | $2,471-41.8% |
| Participant deferral / active EE | $3,219 | $5,956-46.0% | $7,714-58.3% | $3,740-13.9% |
| Admin fee / account holder | $4,920 | $7,243-32.1% | $12,427-60.4% | $5,306-7.3% |