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 | $29,983 | $127,065-76.4% | $113,168-73.5% | $142,382-78.9% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 25.62% | 24.03%+1.6pp | 24.27%+1.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $2,303 | $3,442-33.1% | $2,975-22.6% | $4,299-46.4% |
| Participant deferral / active EE | $7,916 | $5,716+38.5% | $5,107+55.0% | $6,507+21.7% |
| Admin fee / account holder | $606 | $15,736-96.2% | $12,068-95.0% | $12,624-95.2% |