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 | $29,629 | $74,927-60.5% | $101,794-70.9% | $84,808-65.1% |
| Participation rate | 71.1% | 61.4%+9.7pp | 69.2%+1.9pp | 68.3%+2.8pp |
| Annual return | 18.26% | 18.70%-0.4pp | 30.53%-12.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,759 | $1,522+81.3% | $2,289+20.5% | $2,631+4.8% |
| Participant deferral / active EE | $4,652 | $3,099+50.1% | $4,084+13.9% | $4,212+10.5% |
| Admin fee / account holder | $5,896 | $6,514-9.5% | $8,777-32.8% | $7,344-19.7% |