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 | $27,899 | $214,378-87.0% | $200,582-86.1% | $142,382-80.4% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 21.63% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,810 | $6,841-58.9% | $6,419-56.2% | $4,299-34.6% |
| Participant deferral / active EE | $5,624 | $9,865-43.0% | $9,331-39.7% | $6,507-13.6% |
| Admin fee / account holder | $1,002 | $17,692-94.3% | $16,305-93.9% | $12,624-92.1% |