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 | $26,523 | $109,881-75.9% | $150,045-82.3% | $84,808-68.7% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 76.09% | 28.25%+47.8pp | 62.55%+13.5pp | 40.90%+35.2pp |
| Employer contribution / active EE | $1,866 | $3,561-47.6% | $4,693-60.2% | $2,631-29.1% |
| Participant deferral / active EE | $8,549 | $6,636+28.8% | $7,997+6.9% | $4,212+103.0% |
| Admin fee / account holder | $2,323 | $8,568-72.9% | $13,435-82.7% | $7,344-68.4% |