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 | $31,691 | $87,013-63.6% | $106,213-70.2% | $80,856-60.8% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.6%+7.4pp |
| Annual return | 21.81% | 17.05%+4.8pp | 116.14%-94.3pp | 35.59%-13.8pp |
| Employer contribution / active EE | $1,231 | $2,395-48.6% | $3,171-61.2% | $2,755-55.3% |
| Participant deferral / active EE | $2,685 | $3,986-32.6% | $5,016-46.5% | $4,296-37.5% |
| Admin fee / account holder | $855 | $8,431-89.9% | $11,033-92.3% | $6,918-87.6% |