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 | $15,913 | $80,717-80.3% | $154,803-89.7% | $84,808-81.2% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 31.78% | 37.96%-6.2pp | 58.88%-27.1pp | 40.90%-9.1pp |
| Employer contribution / active EE | $2,729 | $2,761-1.2% | $4,305-36.6% | $2,631+3.7% |
| Participant deferral / active EE | $5,595 | $3,303+69.4% | $5,540+1.0% | $4,212+32.8% |
| Admin fee / account holder | $648 | $6,746-90.4% | $14,329-95.5% | $7,344-91.2% |