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 | $48,149 | $177,572-72.9% | $154,803-68.9% | $142,382-66.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.72% | 65.07%-48.3pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $6,996 | $4,810+45.4% | $4,305+62.5% | $4,299+62.7% |
| Participant deferral / active EE | $6,557 | $6,272+4.6% | $5,540+18.3% | $6,507+0.8% |
| Admin fee / account holder | $947 | $16,786-94.4% | $14,329-93.4% | $12,624-92.5% |