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 | $21,054 | $177,572-88.1% | $154,803-86.4% | $142,382-85.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 20.78% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,876 | $4,810-61.0% | $4,305-56.4% | $4,299-56.4% |
| Participant deferral / active EE | $4,029 | $6,272-35.8% | $5,540-27.3% | $6,507-38.1% |
| Admin fee / account holder | $338 | $16,786-98.0% | $14,329-97.6% | $12,624-97.3% |