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 | $41,387 | $214,378-80.7% | $200,582-79.4% | $142,382-70.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 28.34% | 46.41%-18.1pp | 42.33%-14.0pp | 217.08%-188.7pp |
| Employer contribution / active EE | $6,536 | $6,841-4.5% | $6,419+1.8% | $4,299+52.0% |
| Participant deferral / active EE | $16,253 | $9,865+64.8% | $9,331+74.2% | $6,507+149.8% |
| Admin fee / account holder | $4,005 | $17,692-77.4% | $16,305-75.4% | $12,624-68.3% |