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 | $22,544 | $117,983-80.9% | $101,794-77.9% | $142,382-84.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 22.41% | 36.92%-14.5pp | 30.53%-8.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,974 | $2,773-28.8% | $2,289-13.8% | $4,299-54.1% |
| Participant deferral / active EE | $5,717 | $4,714+21.3% | $4,084+40.0% | $6,507-12.1% |
| Admin fee / account holder | $728 | $10,433-93.0% | $8,777-91.7% | $12,624-94.2% |