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 6-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 | $27,525 | $81,460-66.2% | $103,333-73.4% | $80,856-66.0% |
| Participation rate | 96.6% | 66.8%+29.8pp | 74.5%+22.1pp | 67.6%+29.0pp |
| Annual return | 20.56% | 25.55%-5.0pp | 24.88%-4.3pp | 35.59%-15.0pp |
| Employer contribution / active EE | $3,378 | $3,105+8.8% | $3,868-12.7% | $2,755+22.6% |
| Participant deferral / active EE | $6,648 | $3,869+71.8% | $5,057+31.4% | $4,296+54.7% |
| Admin fee / account holder | $3,620 | $6,566-44.9% | $8,355-56.7% | $6,918-47.7% |