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 | $67,360 | $112,729-40.2% | $98,716-31.8% | $137,256-50.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.04% | 38.48%-19.4pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,510 | $2,725+28.8% | $2,279+54.0% | $4,156-15.5% |
| Participant deferral / active EE | $16,607 | $4,640+257.9% | $4,048+310.3% | $6,407+159.2% |
| Admin fee / account holder | $13,440 | $10,129+32.7% | $8,703+54.4% | $12,270+9.5% |