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 | $26,135 | $99,633-73.8% | $183,328-85.7% | $82,448-68.3% |
| Participation rate | 85.7% | 70.8%+15.0pp | 77.3%+8.4pp | 68.1%+17.6pp |
| Annual return | 18.01% | 17.84%+0.2pp | 29.67%-11.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,772 | $3,256-45.6% | $5,055-65.0% | $2,551-30.5% |
| Participant deferral / active EE | $5,756 | $4,938+16.6% | $6,795-15.3% | $4,139+39.1% |
| Admin fee / account holder | $4,022 | $9,934-59.5% | $21,427-81.2% | $7,234-44.4% |