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 | $17,306 | $177,572-90.3% | $154,803-88.8% | $142,382-87.8% |
| Participation rate | 73.9% | 82.1%-8.1pp | 78.1%-4.2pp | 80.1%-6.2pp |
| Annual return | 23.35% | 65.07%-41.7pp | 58.88%-35.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,797 | $4,810-62.6% | $4,305-58.3% | $4,299-58.2% |
| Participant deferral / active EE | $3,139 | $6,272-50.0% | $5,540-43.4% | $6,507-51.8% |
| Admin fee / account holder | $1,712 | $16,786-89.8% | $14,329-88.0% | $12,624-86.4% |