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 | $5,251 | $23,330-77.5% | $64,489-91.9% | $82,448-93.6% |
| Participation rate | 70.4% | 68.3%+2.1pp | 67.7%+2.7pp | 68.1%+2.3pp |
| Annual return | 21.14% | 83.66%-62.5pp | 55.03%-33.9pp | 41.64%-20.5pp |
| Employer contribution / active EE | $510 | $824-38.2% | $1,523-66.5% | $2,551-80.0% |
| Participant deferral / active EE | $1,241 | $1,707-27.3% | $2,778-55.3% | $4,139-70.0% |
| Admin fee / account holder | $1,435 | $2,946-51.3% | $4,260-66.3% | $7,234-80.2% |