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 | $13,751 | $74,888-81.6% | $71,209-80.7% | $142,382-90.3% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 20.50% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,366 | $2,854-17.1% | $2,721-13.0% | $4,299-45.0% |
| Participant deferral / active EE | $3,369 | $4,454-24.4% | $4,175-19.3% | $6,507-48.2% |
| Admin fee / account holder | $2,558 | $5,568-54.1% | $5,349-52.2% | $12,624-79.7% |