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 | $12,036 | $97,125-87.6% | $86,233-86.0% | $137,256-91.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 43.46% | 74.19%-30.7pp | 61.39%-17.9pp | 220.34%-176.9pp |
| Employer contribution / active EE | $1,252 | $2,841-55.9% | $2,504-50.0% | $4,156-69.9% |
| Participant deferral / active EE | $5,770 | $5,180+11.4% | $4,559+26.6% | $6,407-9.9% |
| Admin fee / account holder | $426 | $9,725-95.6% | $8,342-94.9% | $12,270-96.5% |