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 | $28,205 | $100,773-72.0% | $88,946-68.3% | $142,382-80.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 21.38% | 70.18%-48.8pp | 57.82%-36.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,744 | $2,918-40.2% | $2,555-31.7% | $4,299-59.4% |
| Participant deferral / active EE | $5,830 | $5,230+11.5% | $4,581+27.3% | $6,507-10.4% |
| Admin fee / account holder | $2,036 | $9,693-79.0% | $8,261-75.4% | $12,624-83.9% |