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 | $8,296 | $80,717-89.7% | $154,803-94.6% | $84,808-90.2% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 21.64% | 37.96%-16.3pp | 58.88%-37.2pp | 40.90%-19.3pp |
| Employer contribution / active EE | $789 | $2,761-71.4% | $4,305-81.7% | $2,631-70.0% |
| Participant deferral / active EE | $2,596 | $3,303-21.4% | $5,540-53.1% | $4,212-38.4% |
| Admin fee / account holder | $401 | $6,746-94.1% | $14,329-97.2% | $7,344-94.5% |