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 | $130,938 | $172,478-24.1% | $145,661-10.1% | $142,382-8.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 19.23% | 151.09%-131.9pp | 101.46%-82.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,628 | $4,899+35.3% | $4,238+56.4% | $4,299+54.2% |
| Participant deferral / active EE | $16,459 | $8,348+97.2% | $7,198+128.6% | $6,507+152.9% |
| Admin fee / account holder | $810 | $16,864-95.2% | $12,466-93.5% | $12,624-93.6% |