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 5-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 | $33,188 | $89,753-63.0% | $107,525-69.1% | $84,808-60.9% |
| Participation rate | 95.2% | 68.1%+27.1pp | 75.1%+20.1pp | 68.3%+26.9pp |
| Annual return | 19.64% | 29.48%-9.8pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,767 | $3,113-43.2% | $3,754-52.9% | $2,631-32.8% |
| Participant deferral / active EE | $5,121 | $4,056+26.3% | $5,116+0.1% | $4,212+21.6% |
| Admin fee / account holder | $929 | $7,222-87.1% | $8,919-89.6% | $7,344-87.4% |