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 | $25,213 | $93,571-73.1% | $135,903-81.4% | $75,163-66.5% |
| Participation rate | 85.9% | 75.2%+10.8pp | 81.9%+4.0pp | 67.2%+18.7pp |
| Annual return | 16.35% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,072 | $3,537-41.4% | $4,856-57.3% | $2,670-22.4% |
| Participant deferral / active EE | $5,272 | $6,404-17.7% | $7,758-32.0% | $4,125+27.8% |
| Admin fee / account holder | $4,018 | $6,975-42.4% | $10,762-62.7% | $5,651-28.9% |