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 | $38,078 | $159,901-76.2% | $146,958-74.1% | $145,922-73.9% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 29.00% | 98.13%-69.1pp | 418.34%-389.3pp | 561.29%-532.3pp |
| Employer contribution / active EE | $1,766 | $5,286-66.6% | $4,933-64.2% | $4,660-62.1% |
| Participant deferral / active EE | $5,063 | $8,428-39.9% | $8,070-37.3% | $6,688-24.3% |
| Admin fee / account holder | $1,466 | $15,044-90.3% | $12,998-88.7% | $13,397-89.1% |