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 3-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 | $26,907 | $74,888-64.1% | $71,209-62.2% | $142,382-81.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 23.02% | 345.14%-322.1pp | 282.51%-259.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,902 | $2,854-33.4% | $2,721-30.1% | $4,299-55.8% |
| Participant deferral / active EE | $2,568 | $4,454-42.3% | $4,175-38.5% | $6,507-60.5% |
| Admin fee / account holder | $1,089 | $5,568-80.5% | $5,349-79.6% | $12,624-91.4% |