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 | $54,092 | $104,974-48.5% | $95,585-43.4% | $142,382-62.0% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.1%+22.9pp | 80.1%+14.9pp |
| Annual return | 14.41% | 210.33%-195.9pp | 38.56%-24.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,810 | $2,779+1.1% | $2,527+11.2% | $4,299-34.6% |
| Participant deferral / active EE | $5,654 | $4,352+29.9% | $4,023+40.5% | $6,507-13.1% |
| Admin fee / account holder | $2,842 | $6,386-55.5% | $6,127-53.6% | $12,624-77.5% |