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 7-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 | $15,319 | $74,888-79.5% | $71,209-78.5% | $142,382-89.2% |
| Participation rate | 79.2% | 76.2%+2.9pp | 73.8%+5.4pp | 80.1%-1.0pp |
| Annual return | 19.55% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,678 | $2,854-41.2% | $2,721-38.3% | $4,299-61.0% |
| Participant deferral / active EE | $2,317 | $4,454-48.0% | $4,175-44.5% | $6,507-64.4% |
| Admin fee / account holder | $4,114 | $5,568-26.1% | $5,349-23.1% | $12,624-67.4% |