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 8-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 | $16,482 | $77,899-78.8% | $149,673-89.0% | $75,163-78.1% |
| Participation rate | 71.2% | 65.6%+5.6pp | 78.8%-7.6pp | 67.2%+4.0pp |
| Annual return | 22.51% | 31.72%-9.2pp | 134.42%-111.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,464 | $3,137-53.3% | $4,818-69.6% | $2,670-45.2% |
| Participant deferral / active EE | $2,810 | $3,411-17.6% | $5,680-50.5% | $4,125-31.9% |
| Admin fee / account holder | $422 | $5,956-92.9% | $13,210-96.8% | $5,651-92.5% |