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 | $159,602-88.6% | $150,045-87.9% | $142,382-87.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 34.81% | 70.24%-35.4pp | 62.55%-27.7pp | 217.08%-182.3pp |
| Employer contribution / active EE | $2,312 | $4,961-53.4% | $4,693-50.7% | $4,299-46.2% |
| Participant deferral / active EE | $4,601 | $8,310-44.6% | $7,997-42.5% | $6,507-29.3% |
| Admin fee / account holder | $854 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |