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 | $19,308 | $54,705-64.7% | $71,209-72.9% | $84,808-77.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 38.52% | 35.90%+2.6pp | 282.51%-244.0pp | 40.90%-2.4pp |
| Employer contribution / active EE | $3,079 | $2,158+42.7% | $2,721+13.2% | $2,631+17.0% |
| Participant deferral / active EE | $3,681 | $3,030+21.5% | $4,175-11.8% | $4,212-12.6% |
| Admin fee / account holder | $1,463 | $4,863-69.9% | $5,349-72.6% | $7,344-80.1% |