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 | $6,360 | $24,730-74.3% | $66,042-90.4% | $84,808-92.5% |
| Participation rate | 81.4% | 68.1%+13.3pp | 67.5%+13.8pp | 68.3%+13.0pp |
| Annual return | 21.55% | 79.55%-58.0pp | 52.11%-30.6pp | 40.90%-19.3pp |
| Employer contribution / active EE | $486 | $857-43.2% | $1,579-69.2% | $2,631-81.5% |
| Participant deferral / active EE | $1,684 | $1,737-3.1% | $2,835-40.6% | $4,212-60.0% |
| Admin fee / account holder | $744 | $3,014-75.3% | $5,747-87.0% | $7,344-89.9% |