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 | $3,043 | $25,014-87.8% | $69,647-95.6% | $80,856-96.2% |
| Participation rate | 76.6% | 64.2%+12.4pp | 66.5%+10.2pp | 67.6%+9.0pp |
| Annual return | 16.77% | 19.07%-2.3pp | 100.48%-83.7pp | 35.59%-18.8pp |
| Employer contribution / active EE | $511 | $993-48.5% | $1,712-70.1% | $2,755-81.4% |
| Participant deferral / active EE | $1,189 | $1,839-35.4% | $2,886-58.8% | $4,296-72.3% |
| Admin fee / account holder | $975 | $2,488-60.8% | $4,713-79.3% | $6,918-85.9% |