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 | $37,249 | $71,057-47.6% | $93,654-60.2% | $80,874-53.9% |
| Participation rate | 97.1% | 60.4%+36.7pp | 68.7%+28.4pp | 67.6%+29.5pp |
| Annual return | 16.90% | 11.26%+5.6pp | 133.34%-116.4pp | 35.62%-18.7pp |
| Employer contribution / active EE | $4,634 | $1,564+196.3% | $2,421+91.4% | $2,756+68.2% |
| Participant deferral / active EE | $9,043 | $4,034+124.2% | $4,413+104.9% | $4,297+110.5% |
| Admin fee / account holder | $3,110 | $6,944-55.2% | $8,282-62.4% | $6,935-55.2% |