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 3-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 | $18,183 | $154,228-88.2% | $145,433-87.5% | $137,256-86.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 34.81% | 74.59%-39.8pp | 66.58%-31.8pp | 220.34%-185.5pp |
| Employer contribution / active EE | $2,312 | $4,804-51.9% | $4,554-49.2% | $4,156-44.4% |
| Participant deferral / active EE | $4,601 | $8,216-44.0% | $7,897-41.7% | $6,407-28.2% |
| Admin fee / account holder | $854 | $14,344-94.0% | $13,129-93.5% | $12,270-93.0% |