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 | $28,585 | $89,753-68.2% | $107,525-73.4% | $84,808-66.3% |
| Participation rate | 96.7% | 68.1%+28.6pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 20.04% | 29.48%-9.4pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,908 | $3,113+57.6% | $3,754+30.7% | $2,631+86.5% |
| Participant deferral / active EE | $5,521 | $4,056+36.1% | $5,116+7.9% | $4,212+31.1% |
| Admin fee / account holder | $3,285 | $7,222-54.5% | $8,919-63.2% | $7,344-55.3% |