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 5-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 | $13,409 | $100,773-86.7% | $88,946-84.9% | $142,382-90.6% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 17.85% | 70.18%-52.3pp | 57.82%-40.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,578 | $2,918+22.6% | $2,555+40.1% | $4,299-16.8% |
| Participant deferral / active EE | $1,160 | $5,230-77.8% | $4,581-74.7% | $6,507-82.2% |
| Admin fee / account holder | $2,786 | $9,693-71.3% | $8,261-66.3% | $12,624-77.9% |