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 | $11,876 | $100,773-88.2% | $88,946-86.6% | $142,382-91.7% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 21.27% | 70.18%-48.9pp | 57.82%-36.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $573 | $2,918-80.4% | $2,555-77.6% | $4,299-86.7% |
| Participant deferral / active EE | $2,330 | $5,230-55.5% | $4,581-49.1% | $6,507-64.2% |
| Admin fee / account holder | $639 | $9,693-93.4% | $8,261-92.3% | $12,624-94.9% |