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 | $27,019 | $87,166-69.0% | $76,735-64.8% | $137,256-80.3% |
| Participation rate | 82.6% | 74.4%+8.3pp | 69.5%+13.1pp | 80.0%+2.6pp |
| Annual return | 17.27% | 26.50%-9.2pp | 29.77%-12.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,320 | $2,904-54.6% | $2,454-46.2% | $4,156-68.2% |
| Participant deferral / active EE | $4,736 | $4,726+0.2% | $4,088+15.8% | $6,407-26.1% |
| Admin fee / account holder | $1,234 | $8,403-85.3% | $7,189-82.8% | $12,270-89.9% |