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 | $36,718 | $176,056-79.1% | $159,436-77.0% | $167,490-78.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 19.44% | 331.75%-312.3pp | 263.57%-244.1pp | 478.56%-459.1pp |
| Employer contribution / active EE | $7,131 | $5,297+34.6% | $4,829+47.7% | $4,837+47.4% |
| Participant deferral / active EE | $11,549 | $7,750+49.0% | $7,352+57.1% | $6,341+82.1% |
| Admin fee / account holder | $5,294 | $12,554-57.8% | $10,799-51.0% | $12,309-57.0% |