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 | $27,950 | $60,892-54.1% | $82,389-66.1% | $84,808-67.0% |
| Participation rate | 97.8% | 63.3%+34.6pp | 69.5%+28.3pp | 68.3%+29.5pp |
| Annual return | 19.35% | 37.29%-17.9pp | 28.67%-9.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,568 | $1,779+100.5% | $2,517+41.7% | $2,631+35.6% |
| Participant deferral / active EE | $6,892 | $3,179+116.8% | $4,155+65.9% | $4,212+63.6% |
| Admin fee / account holder | $1,447 | $5,467-73.5% | $7,231-80.0% | $7,344-80.3% |