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 10-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 | $15,886 | $37,426-57.6% | $77,482-79.5% | $79,858-80.1% |
| Participation rate | 96.7% | 41.5%+55.2pp | 54.2%+42.5pp | 69.6%+27.0pp |
| Annual return | 17.49% | 39.70%-22.2pp | 54.79%-37.3pp | 31.71%-14.2pp |
| Employer contribution / active EE | $789 | $637+23.9% | $986-20.0% | $2,471-68.1% |
| Participant deferral / active EE | $2,867 | $1,260+127.6% | $1,861+54.0% | $3,740-23.3% |
| Admin fee / account holder | $563 | $2,504-77.5% | $2,858-80.3% | $5,306-89.4% |