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 6-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 | $31,359 | $74,927-58.1% | $101,794-69.2% | $84,808-63.0% |
| Participation rate | 94.4% | 61.4%+33.0pp | 69.2%+25.3pp | 68.3%+26.1pp |
| Annual return | 19.04% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,105 | $1,522-27.4% | $2,289-51.7% | $2,631-58.0% |
| Participant deferral / active EE | $3,864 | $3,099+24.7% | $4,084-5.4% | $4,212-8.3% |
| Admin fee / account holder | $4,196 | $6,514-35.6% | $8,777-52.2% | $7,344-42.9% |