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 6-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 | $20,074 | $81,248-75.3% | $155,509-87.1% | $80,856-75.2% |
| Participation rate | 90.2% | 66.2%+24.0pp | 78.2%+12.1pp | 67.6%+22.6pp |
| Annual return | 15.51% | 33.31%-17.8pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,587 | $3,100-16.6% | $4,672-44.6% | $2,755-6.1% |
| Participant deferral / active EE | $5,518 | $3,452+59.9% | $5,626-1.9% | $4,296+28.5% |
| Admin fee / account holder | $2,323 | $7,997-71.0% | $15,912-85.4% | $6,918-66.4% |