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 | $15,479 | $114,381-86.5% | $107,525-85.6% | $142,382-89.1% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 28.44% | 242.71%-214.3pp | 181.32%-152.9pp | 217.08%-188.6pp |
| Employer contribution / active EE | $1,770 | $4,015-55.9% | $3,754-52.8% | $4,299-58.8% |
| Participant deferral / active EE | $5,015 | $5,564-9.9% | $5,116-2.0% | $6,507-22.9% |
| Admin fee / account holder | $1,679 | $9,860-83.0% | $8,919-81.2% | $12,624-86.7% |