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 | $22,072 | $76,407-71.1% | $150,298-85.3% | $82,448-73.2% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 40.56% | 39.99%+0.6pp | 62.79%-22.2pp | 41.64%-1.1pp |
| Employer contribution / active EE | $1,586 | $2,614-39.3% | $4,154-61.8% | $2,551-37.8% |
| Participant deferral / active EE | $4,349 | $3,214+35.3% | $5,453-20.2% | $4,139+5.1% |
| Admin fee / account holder | $319 | $6,352-95.0% | $14,116-97.7% | $7,234-95.6% |