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 6-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 | $74,199 | $100,773-26.4% | $88,946-16.6% | $142,382-47.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.43% | 70.18%-53.7pp | 57.82%-41.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,031 | $2,918-30.4% | $2,555-20.5% | $4,299-52.8% |
| Participant deferral / active EE | $11,433 | $5,230+118.6% | $4,581+149.5% | $6,507+75.7% |
| Admin fee / account holder | $1,396 | $9,693-85.6% | $8,261-83.1% | $12,624-88.9% |