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 5-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 | $23,877 | $80,717-70.4% | $154,803-84.6% | $84,808-71.8% |
| Participation rate | 98.2% | 66.8%+31.4pp | 78.1%+20.2pp | 68.3%+29.9pp |
| Annual return | 31.13% | 37.96%-6.8pp | 58.88%-27.7pp | 40.90%-9.8pp |
| Employer contribution / active EE | $1,625 | $2,761-41.2% | $4,305-62.3% | $2,631-38.3% |
| Participant deferral / active EE | $4,043 | $3,303+22.4% | $5,540-27.0% | $4,212-4.0% |
| Admin fee / account holder | $1,501 | $6,746-77.8% | $14,329-89.5% | $7,344-79.6% |