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 | $42,086 | $112,729-62.7% | $98,716-57.4% | $137,256-69.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 15.45% | 38.48%-23.0pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,371 | $2,725-13.0% | $2,279+4.1% | $4,156-42.9% |
| Participant deferral / active EE | $4,711 | $4,640+1.5% | $4,048+16.4% | $6,407-26.5% |
| Admin fee / account holder | $2,516 | $10,129-75.2% | $8,703-71.1% | $12,270-79.5% |