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 5-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 | $25,209 | $111,814-77.5% | $103,374-75.6% | $145,959-82.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.84% | 24.77%-13.9pp | 24.89%-14.0pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,710 | $4,214-35.7% | $3,869-30.0% | $4,661-41.9% |
| Participant deferral / active EE | $4,864 | $5,618-13.4% | $5,058-3.8% | $6,689-27.3% |
| Admin fee / account holder | $4,232 | $9,754-56.6% | $8,394-49.6% | $13,398-68.4% |