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 5-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 | $25,348 | $163,101-84.5% | $136,749-81.5% | $142,382-82.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 21.53% | 27.54%-6.0pp | 24.33%-2.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,633 | $4,117-36.0% | $3,400-22.5% | $4,299-38.8% |
| Participant deferral / active EE | $4,058 | $5,585-27.3% | $4,692-13.5% | $6,507-37.6% |
| Admin fee / account holder | $1,921 | $14,318-86.6% | $11,386-83.1% | $12,624-84.8% |