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 | $24,176 | $104,974-77.0% | $95,585-74.7% | $142,382-83.0% |
| Participation rate | 94.7% | 75.0%+19.8pp | 72.1%+22.7pp | 80.1%+14.6pp |
| Annual return | 21.59% | 210.33%-188.7pp | 38.56%-17.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,922 | $2,779+41.1% | $2,527+55.2% | $4,299-8.8% |
| Participant deferral / active EE | $6,717 | $4,352+54.3% | $4,023+67.0% | $6,507+3.2% |
| Admin fee / account holder | $1,393 | $6,386-78.2% | $6,127-77.3% | $12,624-89.0% |