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 | $15,359 | $54,705-71.9% | $71,209-78.4% | $84,808-81.9% |
| Participation rate | 94.1% | 64.1%+30.0pp | 73.8%+20.4pp | 68.3%+25.8pp |
| Annual return | 21.35% | 35.90%-14.5pp | 282.51%-261.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,696 | $2,158-21.4% | $2,721-37.7% | $2,631-35.5% |
| Participant deferral / active EE | $4,221 | $3,030+39.3% | $4,175+1.1% | $4,212+0.2% |
| Admin fee / account holder | $865 | $4,863-82.2% | $5,349-83.8% | $7,344-88.2% |