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 8-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 | $28,258 | $80,717-65.0% | $154,803-81.7% | $84,808-66.7% |
| Participation rate | 71.9% | 66.8%+5.1pp | 78.1%-6.1pp | 68.3%+3.6pp |
| Annual return | 16.32% | 37.96%-21.6pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $897 | $2,761-67.5% | $4,305-79.2% | $2,631-65.9% |
| Participant deferral / active EE | $1,638 | $3,303-50.4% | $5,540-70.4% | $4,212-61.1% |
| Admin fee / account holder | $670 | $6,746-90.1% | $14,329-95.3% | $7,344-90.9% |