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 | $17,221 | $154,228-88.8% | $145,433-88.2% | $137,256-87.5% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 68.08% | 74.59%-6.5pp | 66.58%+1.5pp | 220.34%-152.3pp |
| Employer contribution / active EE | $1,255 | $4,804-73.9% | $4,554-72.4% | $4,156-69.8% |
| Participant deferral / active EE | $2,990 | $8,216-63.6% | $7,897-62.1% | $6,407-53.3% |
| Admin fee / account holder | $702 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |