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 4-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 | $30,623 | $87,166-64.9% | $76,735-60.1% | $137,256-77.7% |
| Participation rate | 90.0% | 74.4%+15.6pp | 69.5%+20.5pp | 80.0%+10.0pp |
| Annual return | 17.99% | 26.50%-8.5pp | 29.77%-11.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,981 | $4,726+47.7% | $4,088+70.8% | $6,407+9.0% |
| Admin fee / account holder | $966 | $8,403-88.5% | $7,189-86.6% | $12,270-92.1% |