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 | $43,361 | $159,602-72.8% | $150,045-71.1% | $142,382-69.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.08% | 70.24%-44.2pp | 62.55%-36.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $4,611 | $4,961-7.1% | $4,693-1.8% | $4,299+7.3% |
| Participant deferral / active EE | $12,255 | $8,310+47.5% | $7,997+53.2% | $6,507+88.3% |
| Admin fee / account holder | $2,132 | $14,846-85.6% | $13,435-84.1% | $12,624-83.1% |