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 | $51,638-70.3% | $68,368-77.5% | $82,448-81.4% |
| Participation rate | 94.1% | 63.6%+30.5pp | 73.8%+20.4pp | 68.1%+26.0pp |
| Annual return | 21.35% | 37.53%-16.2pp | 292.57%-271.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,696 | $2,047-17.1% | $2,649-36.0% | $2,551-33.5% |
| Participant deferral / active EE | $4,221 | $2,914+44.9% | $4,123+2.4% | $4,139+2.0% |
| Admin fee / account holder | $865 | $4,643-81.4% | $5,150-83.2% | $7,234-88.0% |