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 | $58,902 | $159,934-63.2% | $147,005-59.9% | $145,959-59.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.00% | 98.24%-84.2pp | 418.76%-404.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $3,498 | $5,287-33.8% | $4,934-29.1% | $4,661-24.9% |
| Participant deferral / active EE | $6,110 | $8,427-27.5% | $8,070-24.3% | $6,689-8.6% |
| Admin fee / account holder | $2,643 | $15,053-82.4% | $13,006-79.7% | $13,398-80.3% |