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 | $22,887 | $95,266-76.0% | $82,389-72.2% | $142,382-83.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 26.41% | 25.74%+0.7pp | 28.67%-2.3pp | 217.08%-190.7pp |
| Employer contribution / active EE | $4,429 | $2,991+48.1% | $2,517+76.0% | $4,299+3.0% |
| Participant deferral / active EE | $7,144 | $4,809+48.6% | $4,155+72.0% | $6,507+9.8% |
| Admin fee / account holder | $2,428 | $8,563-71.7% | $7,231-66.4% | $12,624-80.8% |