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 | $17,860 | $177,572-89.9% | $154,803-88.5% | $142,382-87.5% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 64.10% | 65.07%-1.0pp | 58.88%+5.2pp | 217.08%-153.0pp |
| Employer contribution / active EE | $1,851 | $4,810-61.5% | $4,305-57.0% | $4,299-56.9% |
| Participant deferral / active EE | $3,394 | $6,272-45.9% | $5,540-38.7% | $6,507-47.8% |
| Admin fee / account holder | $941 | $16,786-94.4% | $14,329-93.4% | $12,624-92.5% |