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 4-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 | $22,040 | $74,888-70.6% | $71,209-69.0% | $142,382-84.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 14.26% | 345.14%-330.9pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,757 | $2,854-38.5% | $2,721-35.4% | $4,299-59.1% |
| Participant deferral / active EE | $4,298 | $4,454-3.5% | $4,175+2.9% | $6,507-34.0% |
| Admin fee / account holder | $327 | $5,568-94.1% | $5,349-93.9% | $12,624-97.4% |