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 3-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 | $10,350 | $53,516-80.7% | $126,539-91.8% | $84,808-87.8% |
| Participation rate | 85.4% | 58.2%+27.2pp | 69.8%+15.6pp | 68.3%+17.1pp |
| Annual return | 25.13% | 58.34%-33.2pp | 425.95%-400.8pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,677 | $1,535+9.2% | $3,674-54.4% | $2,631-36.3% |
| Participant deferral / active EE | $3,580 | $2,671+34.0% | $4,083-12.3% | $4,212-15.0% |
| Admin fee / account holder | $2,736 | $4,497-39.2% | $6,065-54.9% | $7,344-62.7% |