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 7-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 | $10,895 | $114,381-90.5% | $107,525-89.9% | $142,382-92.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 20.63% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,310 | $4,015-67.4% | $3,754-65.1% | $4,299-69.5% |
| Participant deferral / active EE | $2,009 | $5,564-63.9% | $5,116-60.7% | $6,507-69.1% |
| Admin fee / account holder | $991 | $9,860-89.9% | $8,919-88.9% | $12,624-92.1% |