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 | $3,506 | $24,811-85.9% | $69,701-95.0% | $74,546-95.3% |
| Participation rate | 76.1% | 63.5%+12.6pp | 66.4%+9.7pp | 67.2%+8.9pp |
| Annual return | 17.92% | 18.53%-0.6pp | 100.32%-82.4pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $1,160 | $1,003+15.7% | $1,713-32.3% | $2,624-55.8% |
| Participant deferral / active EE | $1,897 | $1,904-0.4% | $2,887-34.3% | $4,347-56.4% |
| Admin fee / account holder | $303 | $1,898-84.0% | $4,717-93.6% | $1,944-84.4% |