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 | $33,421 | $114,381-70.8% | $107,525-68.9% | $142,382-76.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 22.05% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,403 | $4,015-15.2% | $3,754-9.3% | $4,299-20.8% |
| Participant deferral / active EE | $8,547 | $5,564+53.6% | $5,116+67.1% | $6,507+31.3% |
| Admin fee / account holder | $2,114 | $9,860-78.6% | $8,919-76.3% | $12,624-83.3% |