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 | $7,432 | $80,717-90.8% | $154,803-95.2% | $84,808-91.2% |
| Participation rate | 77.3% | 66.8%+10.5pp | 78.1%-0.7pp | 68.3%+9.0pp |
| Annual return | 14.00% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $669 | $2,761-75.8% | $4,305-84.5% | $2,631-74.6% |
| Participant deferral / active EE | $1,196 | $3,303-63.8% | $5,540-78.4% | $4,212-71.6% |
| Admin fee / account holder | $1,123 | $6,746-83.4% | $14,329-92.2% | $7,344-84.7% |