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 5-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 | $17,935 | $148,534-87.9% | $135,903-86.8% | $139,434-87.1% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 25.41% | 79.19%-53.8pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,630 | $5,243-49.8% | $4,856-45.8% | $4,751-44.6% |
| Participant deferral / active EE | $7,121 | $8,100-12.1% | $7,758-8.2% | $6,710+6.1% |
| Admin fee / account holder | $313 | $12,400-97.5% | $10,762-97.1% | $11,403-97.3% |