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 5-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 | $37,683 | $124,425-69.7% | $112,040-66.4% | $137,256-72.5% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 12.52% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,531 | $3,411-55.1% | $2,954-48.2% | $4,156-63.2% |
| Participant deferral / active EE | $2,293 | $5,718-59.9% | $5,098-55.0% | $6,407-64.2% |
| Admin fee / account holder | $7,463 | $15,207-50.9% | $12,098-38.3% | $12,270-39.2% |