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 | $46,724 | $159,602-70.7% | $150,045-68.9% | $142,382-67.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 42.36% | 70.24%-27.9pp | 62.55%-20.2pp | 217.08%-174.7pp |
| Employer contribution / active EE | $8,244 | $4,961+66.2% | $4,693+75.7% | $4,299+91.8% |
| Participant deferral / active EE | $12,696 | $8,310+52.8% | $7,997+58.8% | $6,507+95.1% |
| Admin fee / account holder | $2,500 | $14,846-83.2% | $13,435-81.4% | $12,624-80.2% |