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 | $18,042 | $111,814-83.9% | $103,374-82.5% | $145,959-87.6% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.84% | 24.77%-10.9pp | 24.89%-11.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $3,134 | $4,214-25.6% | $3,869-19.0% | $4,661-32.8% |
| Participant deferral / active EE | $6,060 | $5,618+7.9% | $5,058+19.8% | $6,689-9.4% |
| Admin fee / account holder | $1,788 | $9,754-81.7% | $8,394-78.7% | $13,398-86.7% |