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 | $7,261 | $80,717-91.0% | $154,803-95.3% | $84,808-91.4% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 40.95% | 37.96%+3.0pp | 58.88%-17.9pp | 40.90%+0.1pp |
| Employer contribution / active EE | $1,381 | $2,761-50.0% | $4,305-67.9% | $2,631-47.5% |
| Participant deferral / active EE | $2,399 | $3,303-27.4% | $5,540-56.7% | $4,212-43.0% |
| Admin fee / account holder | $512 | $6,746-92.4% | $14,329-96.4% | $7,344-93.0% |