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 | $12,545 | $100,773-87.6% | $88,946-85.9% | $142,382-91.2% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 20.43% | 70.18%-49.7pp | 57.82%-37.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,978 | $2,918-32.2% | $2,555-22.6% | $4,299-54.0% |
| Participant deferral / active EE | $3,955 | $5,230-24.4% | $4,581-13.7% | $6,507-39.2% |
| Admin fee / account holder | $678 | $9,693-93.0% | $8,261-91.8% | $12,624-94.6% |