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 | $18,181 | $183,519-90.1% | $155,509-88.3% | $145,922-87.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.94% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,288 | $5,313-38.1% | $4,672-29.6% | $4,660-29.4% |
| Participant deferral / active EE | $4,918 | $6,462-23.9% | $5,626-12.6% | $6,688-26.5% |
| Admin fee / account holder | $1,230 | $19,313-93.6% | $15,912-92.3% | $13,397-90.8% |