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 | $8,631 | $60,892-85.8% | $82,389-89.5% | $84,808-89.8% |
| Participation rate | 76.1% | 63.3%+12.9pp | 69.5%+6.6pp | 68.3%+7.8pp |
| Annual return | 23.30% | 37.29%-14.0pp | 28.67%-5.4pp | 40.90%-17.6pp |
| Employer contribution / active EE | $819 | $1,779-54.0% | $2,517-67.5% | $2,631-68.9% |
| Participant deferral / active EE | $2,491 | $3,179-21.6% | $4,155-40.0% | $4,212-40.8% |
| Admin fee / account holder | $1,409 | $5,467-74.2% | $7,231-80.5% | $7,344-80.8% |