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 4-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 | $28,254 | $106,749-73.5% | $145,433-80.6% | $82,448-65.7% |
| Participation rate | 97.1% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+29.0pp |
| Annual return | 22.42% | 27.59%-5.2pp | 66.58%-44.2pp | 41.64%-19.2pp |
| Employer contribution / active EE | $2,686 | $3,444-22.0% | $4,554-41.0% | $2,551+5.3% |
| Participant deferral / active EE | $5,362 | $6,519-17.7% | $7,897-32.1% | $4,139+29.5% |
| Admin fee / account holder | $810 | $8,390-90.4% | $13,129-93.8% | $7,234-88.8% |