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 | $27,156 | $95,266-71.5% | $82,389-67.0% | $142,382-80.9% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.5%+15.1pp | 80.1%+4.5pp |
| Annual return | 16.10% | 25.74%-9.6pp | 28.67%-12.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,550 | $2,991-48.2% | $2,517-38.4% | $4,299-63.9% |
| Participant deferral / active EE | $3,909 | $4,809-18.7% | $4,155-5.9% | $6,507-39.9% |
| Admin fee / account holder | $1,921 | $8,563-77.6% | $7,231-73.4% | $12,624-84.8% |