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 6-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 | $23,251 | $74,927-69.0% | $101,794-77.2% | $84,808-72.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 22.04% | 18.70%+3.3pp | 30.53%-8.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,178 | $1,522+43.2% | $2,289-4.8% | $2,631-17.2% |
| Participant deferral / active EE | $2,828 | $3,099-8.8% | $4,084-30.8% | $4,212-32.9% |
| Admin fee / account holder | $1,259 | $6,514-80.7% | $8,777-85.7% | $7,344-82.9% |