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 7-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 | $24,446 | $74,888-67.4% | $71,209-65.7% | $142,382-82.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 25.75% | 345.14%-319.4pp | 282.51%-256.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,340 | $2,854-53.1% | $2,721-50.8% | $4,299-68.8% |
| Participant deferral / active EE | $5,473 | $4,454+22.9% | $4,175+31.1% | $6,507-15.9% |
| Admin fee / account holder | $363 | $5,568-93.5% | $5,349-93.2% | $12,624-97.1% |