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 | $64,408 | $133,922-51.9% | $116,228-44.6% | $142,382-54.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 18.04% | 147.76%-129.7pp | 90.06%-72.0pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,278 | $3,446-33.9% | $2,994-23.9% | $4,299-47.0% |
| Participant deferral / active EE | $5,638 | $5,672-0.6% | $4,953+13.8% | $6,507-13.4% |
| Admin fee / account holder | $6,406 | $14,945-57.1% | $11,989-46.6% | $12,624-49.3% |