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 | $10,238 | $76,407-86.6% | $150,298-93.2% | $82,448-87.6% |
| Participation rate | 95.3% | 66.4%+29.0pp | 77.8%+17.6pp | 68.1%+27.3pp |
| Annual return | 21.18% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $913 | $2,614-65.1% | $4,154-78.0% | $2,551-64.2% |
| Participant deferral / active EE | $3,598 | $3,214+11.9% | $5,453-34.0% | $4,139-13.1% |
| Admin fee / account holder | $1,054 | $6,352-83.4% | $14,116-92.5% | $7,234-85.4% |