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 | $16,006 | $55,706-71.3% | $75,886-78.9% | $72,985-78.1% |
| Participation rate | 74.5% | 61.1%+13.4pp | 69.3%+5.2pp | 69.5%+5.0pp |
| Annual return | 28.63% | 27.59%+1.0pp | 30.76%-2.1pp | 81.00%-52.4pp |
| Employer contribution / active EE | $1,593 | $1,687-5.5% | $2,500-36.3% | $2,440-34.7% |
| Participant deferral / active EE | $2,774 | $2,634+5.3% | $3,603-23.0% | $3,607-23.1% |
| Admin fee / account holder | $952 | $3,978-76.1% | $5,418-82.4% | $5,124-81.4% |