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 | $13,959 | $95,266-85.3% | $82,389-83.1% | $142,382-90.2% |
| Participation rate | 89.5% | 74.5%+15.0pp | 69.5%+19.9pp | 80.1%+9.4pp |
| Annual return | 19.03% | 25.74%-6.7pp | 28.67%-9.6pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,316 | $2,991-22.6% | $2,517-8.0% | $4,299-46.1% |
| Participant deferral / active EE | $2,974 | $4,809-38.2% | $4,155-28.4% | $6,507-54.3% |
| Admin fee / account holder | $1,408 | $8,563-83.6% | $7,231-80.5% | $12,624-88.8% |