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 | $24,169 | $81,248-70.3% | $155,509-84.5% | $80,856-70.1% |
| Participation rate | 77.6% | 66.2%+11.4pp | 78.2%-0.6pp | 67.6%+9.9pp |
| Annual return | 16.37% | 33.31%-16.9pp | 64.67%-48.3pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,126 | $3,100+0.8% | $4,672-33.1% | $2,755+13.5% |
| Participant deferral / active EE | $7,212 | $3,452+108.9% | $5,626+28.2% | $4,296+67.9% |
| Admin fee / account holder | $4,691 | $7,997-41.3% | $15,912-70.5% | $6,918-32.2% |