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 | $46,221 | $154,228-70.0% | $145,433-68.2% | $137,256-66.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.73% | 74.59%-49.9pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $3,080 | $4,804-35.9% | $4,554-32.4% | $4,156-25.9% |
| Participant deferral / active EE | $10,400 | $8,216+26.6% | $7,897+31.7% | $6,407+62.3% |
| Admin fee / account holder | $2,713 | $14,344-81.1% | $13,129-79.3% | $12,270-77.9% |