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 | $45,972 | $100,773-54.4% | $88,946-48.3% | $142,382-67.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.34% | 70.18%-43.8pp | 57.82%-31.5pp | 217.08%-190.7pp |
| Employer contribution / active EE | $4,377 | $2,918+50.0% | $2,555+71.3% | $4,299+1.8% |
| Participant deferral / active EE | $8,512 | $5,230+62.7% | $4,581+85.8% | $6,507+30.8% |
| Admin fee / account holder | $1,824 | $9,693-81.2% | $8,261-77.9% | $12,624-85.6% |