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 | $19,168 | $76,407-74.9% | $150,298-87.2% | $82,448-76.8% |
| Participation rate | 90.6% | 66.4%+24.2pp | 77.8%+12.9pp | 68.1%+22.6pp |
| Annual return | 24.39% | 39.99%-15.6pp | 62.79%-38.4pp | 41.64%-17.3pp |
| Employer contribution / active EE | $2,392 | $2,614-8.5% | $4,154-42.4% | $2,551-6.2% |
| Participant deferral / active EE | $5,070 | $3,214+57.7% | $5,453-7.0% | $4,139+22.5% |
| Admin fee / account holder | $3,121 | $6,352-50.9% | $14,116-77.9% | $7,234-56.9% |