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 3-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 | $15,138 | $51,576-70.6% | $129,207-88.3% | $80,856-81.3% |
| Participation rate | 88.2% | 57.0%+31.3pp | 69.6%+18.6pp | 67.6%+20.6pp |
| Annual return | 13.86% | 20.81%-6.9pp | 9417.33%-9403.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,754 | $2,669+3.2% | $4,168-33.9% | $4,296-35.9% |
| Admin fee / account holder | $1,473 | $4,305-65.8% | $7,715-80.9% | $6,918-78.7% |