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 | $108,539 | $79,944+35.8% | $98,439+10.3% | $75,163+44.4% |
| Participation rate | 82.4% | 70.4%+12.0pp | 75.2%+7.2pp | 67.2%+15.2pp |
| Annual return | 13.58% | 19.75%-6.2pp | 21.16%-7.6pp | 160.62%-147.0pp |
| Employer contribution / active EE | $6,476 | $2,264+186.1% | $3,048+112.5% | $2,670+142.6% |
| Participant deferral / active EE | $9,235 | $3,752+146.1% | $4,738+94.9% | $4,125+123.9% |
| Admin fee / account holder | $17,625 | $6,840+157.7% | $8,948+97.0% | $5,651+211.9% |