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 | $3,830 | $24,730-84.5% | $66,042-94.2% | $84,808-95.5% |
| Participation rate | 82.8% | 68.1%+14.7pp | 67.5%+15.3pp | 68.3%+14.4pp |
| Annual return | 15.54% | 79.55%-64.0pp | 52.11%-36.6pp | 40.90%-25.4pp |
| Employer contribution / active EE | $590 | $857-31.1% | $1,579-62.7% | $2,631-77.6% |
| Participant deferral / active EE | $1,087 | $1,737-37.4% | $2,835-61.7% | $4,212-74.2% |
| Admin fee / account holder | $754 | $3,014-75.0% | $5,747-86.9% | $7,344-89.7% |