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 | $16,988 | $159,602-89.4% | $150,045-88.7% | $142,382-88.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 21.82% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,125 | $4,961-57.2% | $4,693-54.7% | $4,299-50.6% |
| Participant deferral / active EE | $3,089 | $8,310-62.8% | $7,997-61.4% | $6,507-52.5% |
| Admin fee / account holder | $3,413 | $14,846-77.0% | $13,435-74.6% | $12,624-73.0% |