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 | $17,904 | $99,918-82.1% | $81,382-78.0% | $145,922-87.7% |
| Participation rate | 94.4% | 74.2%+20.3pp | 69.5%+25.0pp | 80.3%+14.2pp |
| Annual return | 14.85% | 34.32%-19.5pp | 24.73%-9.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,729 | $2,978-41.9% | $2,463-29.8% | $4,660-62.9% |
| Participant deferral / active EE | $3,978 | $4,605-13.6% | $3,883+2.4% | $6,688-40.5% |
| Admin fee / account holder | $2,605 | $8,212-68.3% | $5,768-54.8% | $13,397-80.6% |