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 | $82,168 | $106,584-22.9% | $101,326-18.9% | $142,382-42.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.01% | 36.93%-12.9pp | 36.82%-12.8pp | 217.08%-193.1pp |
| Employer contribution / active EE | $5,630 | $3,956+42.3% | $3,665+53.6% | $4,299+30.9% |
| Participant deferral / active EE | $14,100 | $8,297+69.9% | $7,994+76.4% | $6,507+116.7% |
| Admin fee / account holder | $713 | $11,446-93.8% | $11,185-93.6% | $12,624-94.3% |