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 4-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 | $44,283 | $77,314-42.7% | $177,989-75.1% | $80,856-45.2% |
| Participation rate | 74.2% | 65.7%+8.5pp | 77.1%-2.9pp | 67.6%+6.6pp |
| Annual return | 17.29% | 18.09%-0.8pp | 294.48%-277.2pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,467 | $2,292-36.0% | $3,949-62.8% | $2,755-46.7% |
| Participant deferral / active EE | $4,905 | $4,411+11.2% | $6,276-21.8% | $4,296+14.2% |
| Admin fee / account holder | $5,031 | $7,191-30.0% | $10,363-51.5% | $6,918-27.3% |