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 6-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 | $34,773 | $127,065-72.6% | $113,168-69.3% | $142,382-75.6% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 17.04% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,224 | $3,442-35.4% | $2,975-25.3% | $4,299-48.3% |
| Participant deferral / active EE | $4,781 | $5,716-16.4% | $5,107-6.4% | $6,507-26.5% |
| Admin fee / account holder | $2,180 | $15,736-86.1% | $12,068-81.9% | $12,624-82.7% |