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 | $18,626 | $112,729-83.5% | $98,716-81.1% | $137,256-86.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.49% | 38.48%-16.0pp | 31.81%-9.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,716 | $2,725-0.3% | $2,279+19.2% | $4,156-34.6% |
| Participant deferral / active EE | $3,405 | $4,640-26.6% | $4,048-15.9% | $6,407-46.9% |
| Admin fee / account holder | $2,015 | $10,129-80.1% | $8,703-76.8% | $12,270-83.6% |