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 | $19,130 | $56,053-65.9% | $75,972-74.8% | $80,856-76.3% |
| Participation rate | 81.5% | 62.0%+19.4pp | 69.1%+12.4pp | 67.6%+13.8pp |
| Annual return | 14.12% | 20.53%-6.4pp | 359.55%-345.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,621 | $1,874+39.8% | $2,685-2.4% | $2,755-4.9% |
| Participant deferral / active EE | $3,899 | $3,052+27.8% | $4,255-8.4% | $4,296-9.2% |
| Admin fee / account holder | $1,825 | $5,234-65.1% | $6,467-71.8% | $6,918-73.6% |