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 | $44,513 | $74,927-40.6% | $101,794-56.3% | $84,808-47.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 22.14% | 18.70%+3.4pp | 30.53%-8.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $3,524 | $1,522+131.6% | $2,289+54.0% | $2,631+33.9% |
| Participant deferral / active EE | $7,919 | $3,099+155.5% | $4,084+93.9% | $4,212+88.0% |
| Admin fee / account holder | $589 | $6,514-91.0% | $8,777-93.3% | $7,344-92.0% |