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 | $9,232 | $60,892-84.8% | $82,389-88.8% | $84,808-89.1% |
| Participation rate | 93.2% | 63.3%+30.0pp | 69.5%+23.7pp | 68.3%+24.9pp |
| Annual return | 34.77% | 37.29%-2.5pp | 28.67%+6.1pp | 40.90%-6.1pp |
| Employer contribution / active EE | $1,633 | $1,779-8.2% | $2,517-35.1% | $2,631-37.9% |
| Participant deferral / active EE | $2,454 | $3,179-22.8% | $4,155-40.9% | $4,212-41.7% |
| Admin fee / account holder | $1,342 | $5,467-75.5% | $7,231-81.4% | $7,344-81.7% |