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 | $20,879 | $111,754-81.3% | $103,333-79.8% | $145,922-85.7% |
| Participation rate | 77.3% | 77.9%-0.7pp | 74.5%+2.8pp | 80.3%-3.0pp |
| Annual return | 24.15% | 24.77%-0.6pp | 24.88%-0.7pp | 561.29%-537.1pp |
| Employer contribution / active EE | $2,385 | $4,212-43.4% | $3,868-38.3% | $4,660-48.8% |
| Participant deferral / active EE | $4,935 | $5,619-12.2% | $5,057-2.4% | $6,688-26.2% |
| Admin fee / account holder | $1,184 | $9,750-87.9% | $8,355-85.8% | $13,397-91.2% |