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 | $99,885 | $61,774+61.7% | $97,226+2.7% | $80,856+23.5% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.6%+24.4pp |
| Annual return | 11.63% | -557.90%+569.5pp | 75.13%-63.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,449 | $1,837+33.3% | $2,729-10.3% | $2,755-11.1% |
| Participant deferral / active EE | $9,189 | $3,029+203.4% | $4,264+115.5% | $4,296+113.9% |
| Admin fee / account holder | $1,493 | $5,166-71.1% | $5,654-73.6% | $6,918-78.4% |