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 | $23,140 | $81,248-71.5% | $155,509-85.1% | $80,856-71.4% |
| Participation rate | 95.5% | 66.2%+29.2pp | 78.2%+17.3pp | 67.6%+27.8pp |
| Annual return | 14.13% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,170 | $3,100-30.0% | $4,672-53.6% | $2,755-21.2% |
| Participant deferral / active EE | $3,242 | $3,452-6.1% | $5,626-42.4% | $4,296-24.5% |
| Admin fee / account holder | $704 | $7,997-91.2% | $15,912-95.6% | $6,918-89.8% |