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 | $16,239 | $97,125-83.3% | $86,233-81.2% | $137,256-88.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 31.43% | 74.19%-42.8pp | 61.39%-30.0pp | 220.34%-188.9pp |
| Employer contribution / active EE | $1,883 | $2,841-33.7% | $2,504-24.8% | $4,156-54.7% |
| Participant deferral / active EE | $4,509 | $5,180-12.9% | $4,559-1.1% | $6,407-29.6% |
| Admin fee / account holder | $852 | $9,725-91.2% | $8,342-89.8% | $12,270-93.1% |