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 6-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 | $5,021 | $51,638-90.3% | $68,368-92.7% | $82,448-93.9% |
| Participation rate | 85.7% | 63.6%+22.1pp | 73.8%+12.0pp | 68.1%+17.6pp |
| Annual return | 22.68% | 37.53%-14.9pp | 292.57%-269.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $862 | $2,047-57.9% | $2,649-67.5% | $2,551-66.2% |
| Participant deferral / active EE | $1,152 | $2,914-60.5% | $4,123-72.1% | $4,139-72.2% |
| Admin fee / account holder | $689 | $4,643-85.2% | $5,150-86.6% | $7,234-90.5% |