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 | $18,964 | $106,584-82.2% | $101,326-81.3% | $142,382-86.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.80% | 36.93%-10.1pp | 36.82%-10.0pp | 217.08%-190.3pp |
| Employer contribution / active EE | $2,641 | $3,956-33.2% | $3,665-27.9% | $4,299-38.6% |
| Participant deferral / active EE | $8,746 | $8,297+5.4% | $7,994+9.4% | $6,507+34.4% |
| Admin fee / account holder | $1,274 | $11,446-88.9% | $11,185-88.6% | $12,624-89.9% |