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 3-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 | $26,386 | $60,892-56.7% | $82,389-68.0% | $84,808-68.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 25.65% | 37.29%-11.6pp | 28.67%-3.0pp | 40.90%-15.2pp |
| Employer contribution / active EE | $3,478 | $1,779+95.5% | $2,517+38.2% | $2,631+32.2% |
| Participant deferral / active EE | $6,526 | $3,179+105.3% | $4,155+57.1% | $4,212+55.0% |
| Admin fee / account holder | $1,824 | $5,467-66.6% | $7,231-74.8% | $7,344-75.2% |