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 4-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 | $6,739 | $23,330-71.1% | $64,489-89.5% | $82,448-91.8% |
| Participation rate | 89.8% | 68.3%+21.5pp | 67.7%+22.1pp | 68.1%+21.7pp |
| Annual return | 16.38% | 83.66%-67.3pp | 55.03%-38.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $902 | $824+9.4% | $1,523-40.8% | $2,551-64.6% |
| Participant deferral / active EE | $1,854 | $1,707+8.6% | $2,778-33.3% | $4,139-55.2% |
| Admin fee / account holder | $1,089 | $2,946-63.0% | $4,260-74.4% | $7,234-85.0% |