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 7-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 | $29,811 | $185,822-84.0% | $169,993-82.5% | $139,434-78.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.88% | 60.50%-40.6pp | 53.37%-33.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,611 | $7,590-78.8% | $6,785-76.3% | $4,751-66.1% |
| Participant deferral / active EE | $3,710 | $11,622-68.1% | $10,408-64.4% | $6,710-44.7% |
| Admin fee / account holder | $1,032 | $15,381-93.3% | $12,815-92.0% | $11,403-91.0% |