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 | $104,230 | $110,261-5.5% | $95,745+8.9% | $139,434-25.2% |
| Participation rate | 87.0% | 75.8%+11.2pp | 72.3%+14.7pp | 80.3%+6.6pp |
| Annual return | 16.97% | 27.11%-10.1pp | 28.35%-11.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $794 | $3,257-75.6% | $2,835-72.0% | $4,751-83.3% |
| Participant deferral / active EE | $6,529 | $4,676+39.6% | $4,245+53.8% | $6,710-2.7% |
| Admin fee / account holder | $5,861 | $6,613-11.4% | $5,678+3.2% | $11,403-48.6% |