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 3-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 | $7,804 | $24,730-68.4% | $66,042-88.2% | $84,808-90.8% |
| Participation rate | 77.6% | 68.1%+9.5pp | 67.5%+10.1pp | 68.3%+9.3pp |
| Annual return | 15.88% | 79.55%-63.7pp | 52.11%-36.2pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,086 | $857+26.7% | $1,579-31.3% | $2,631-58.7% |
| Participant deferral / active EE | $1,936 | $1,737+11.4% | $2,835-31.7% | $4,212-54.0% |
| Admin fee / account holder | $1,835 | $3,014-39.1% | $5,747-68.1% | $7,344-75.0% |