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 5-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 | $35,511 | $97,744-63.7% | $103,476-65.7% | $145,922-75.7% |
| Participation rate | 84.6% | 81.1%+3.5pp | 80.5%+4.1pp | 80.3%+4.3pp |
| Annual return | 22.44% | 25.41%-3.0pp | 23.90%-1.5pp | 561.29%-538.8pp |
| Employer contribution / active EE | $1,792 | $4,677-61.7% | $4,672-61.6% | $4,660-61.5% |
| Participant deferral / active EE | $2,985 | $6,603-54.8% | $6,623-54.9% | $6,688-55.4% |
| Admin fee / account holder | $428 | $12,515-96.6% | $9,413-95.5% | $13,397-96.8% |