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 | $32,753 | $51,638-36.6% | $68,368-52.1% | $82,448-60.3% |
| Participation rate | 84.6% | 63.6%+21.0pp | 73.8%+10.9pp | 68.1%+16.5pp |
| Annual return | 15.48% | 37.53%-22.1pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $802 | $2,047-60.8% | $2,649-69.7% | $2,551-68.6% |
| Participant deferral / active EE | $1,758 | $2,914-39.7% | $4,123-57.4% | $4,139-57.5% |
| Admin fee / account holder | $3,319 | $4,643-28.5% | $5,150-35.6% | $7,234-54.1% |