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 | $7,080 | $25,014-71.7% | $69,647-89.8% | $80,856-91.2% |
| Participation rate | 78.8% | 64.2%+14.5pp | 66.5%+12.3pp | 67.6%+11.1pp |
| Annual return | 14.96% | 19.07%-4.1pp | 100.48%-85.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $828 | $993-16.6% | $1,712-51.7% | $2,755-70.0% |
| Participant deferral / active EE | $2,391 | $1,839+30.0% | $2,886-17.1% | $4,296-44.3% |
| Admin fee / account holder | $1,396 | $2,488-43.9% | $4,713-70.4% | $6,918-79.8% |