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 | $53,752 | $114,381-53.0% | $107,525-50.0% | $142,382-62.2% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 45.32% | 242.71%-197.4pp | 181.32%-136.0pp | 217.08%-171.8pp |
| Employer contribution / active EE | $2,596 | $4,015-35.3% | $3,754-30.8% | $4,299-39.6% |
| Participant deferral / active EE | $4,736 | $5,564-14.9% | $5,116-7.4% | $6,507-27.2% |
| Admin fee / account holder | $5,155 | $9,860-47.7% | $8,919-42.2% | $12,624-59.2% |