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 4-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 | $47,801 | $61,789-22.6% | $97,167-50.8% | $80,874-40.9% |
| Participation rate | 76.3% | 63.5%+12.8pp | 72.7%+3.6pp | 67.6%+8.7pp |
| Annual return | 26.95% | -557.90%+584.9pp | 75.27%-48.3pp | 35.62%-8.7pp |
| Employer contribution / active EE | $3,560 | $1,837+93.8% | $2,729+30.4% | $2,756+29.2% |
| Participant deferral / active EE | $8,862 | $3,028+192.6% | $4,264+107.9% | $4,297+106.2% |
| Admin fee / account holder | $1,696 | $5,168-67.2% | $5,650-70.0% | $6,935-75.5% |