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 | $8,476 | $23,330-63.7% | $64,489-86.9% | $82,448-89.7% |
| Participation rate | 87.9% | 68.3%+19.6pp | 67.7%+20.2pp | 68.1%+19.8pp |
| Annual return | 24.36% | 83.66%-59.3pp | 55.03%-30.7pp | 41.64%-17.3pp |
| Employer contribution / active EE | $1,361 | $824+65.1% | $1,523-10.6% | $2,551-46.7% |
| Participant deferral / active EE | $5,105 | $1,707+199.0% | $2,778+83.8% | $4,139+23.3% |
| Admin fee / account holder | $1,127 | $2,946-61.7% | $4,260-73.5% | $7,234-84.4% |