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 | $34,236 | $97,125-64.8% | $86,233-60.3% | $137,256-75.1% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.0%+24.3pp | 80.0%+13.4pp |
| Annual return | 14.67% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,503 | $2,841+58.5% | $2,504+79.8% | $4,156+8.4% |
| Participant deferral / active EE | $7,971 | $5,180+53.9% | $4,559+74.8% | $6,407+24.4% |
| Admin fee / account holder | $1,837 | $9,725-81.1% | $8,342-78.0% | $12,270-85.0% |