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 | $35,482 | $61,605-42.4% | $112,229-68.4% | $75,163-52.8% |
| Participation rate | 88.6% | 61.7%+27.0pp | 72.4%+16.2pp | 67.2%+21.4pp |
| Annual return | 24.98% | 28.47%-3.5pp | 30.20%-5.2pp | 160.62%-135.6pp |
| Employer contribution / active EE | $7,512 | $2,015+272.7% | $3,430+119.0% | $2,670+181.4% |
| Participant deferral / active EE | $5,448 | $3,108+75.3% | $4,798+13.5% | $4,125+32.1% |
| Admin fee / account holder | $1,205 | $4,862-75.2% | $7,748-84.5% | $5,651-78.7% |