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 9-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 | $31,827 | $99,032-67.9% | $80,019-60.2% | $135,375-76.5% |
| Participation rate | 77.8% | 78.4%-0.6pp | 75.8%+1.9pp | 82.6%-4.9pp |
| Annual return | 9.64% | 15.39%-5.7pp | 11.22%-1.6pp | 519.73%-510.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,995 | $4,282-53.4% | $3,686-45.9% | $5,609-64.4% |
| Admin fee / account holder | $2,647 | $10,436-74.6% | $6,521-59.4% | $10,827-75.6% |