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 | $21,011 | $114,381-81.6% | $107,525-80.5% | $142,382-85.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 26.04% | 242.71%-216.7pp | 181.32%-155.3pp | 217.08%-191.0pp |
| Employer contribution / active EE | $3,853 | $4,015-4.0% | $3,754+2.6% | $4,299-10.4% |
| Participant deferral / active EE | $9,902 | $5,564+78.0% | $5,116+93.6% | $6,507+52.2% |
| Admin fee / account holder | $1,370 | $9,860-86.1% | $8,919-84.6% | $12,624-89.1% |