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 | $51,015 | $114,381-55.4% | $107,525-52.6% | $142,382-64.2% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.1%-4.2pp | 80.1%-9.3pp |
| Annual return | 20.40% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,466 | $4,015-38.6% | $3,754-34.3% | $4,299-42.6% |
| Participant deferral / active EE | $6,080 | $5,564+9.3% | $5,116+18.8% | $6,507-6.6% |
| Admin fee / account holder | $1,648 | $9,860-83.3% | $8,919-81.5% | $12,624-86.9% |