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 7-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 | $22,341 | $74,927-70.2% | $101,794-78.1% | $84,808-73.7% |
| Participation rate | 97.0% | 61.4%+35.6pp | 69.2%+27.8pp | 68.3%+28.7pp |
| Annual return | 17.52% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $975 | $1,522-35.9% | $2,289-57.4% | $2,631-62.9% |
| Participant deferral / active EE | $3,978 | $3,099+28.4% | $4,084-2.6% | $4,212-5.6% |
| Admin fee / account holder | $2,551 | $6,514-60.8% | $8,777-70.9% | $7,344-65.3% |