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 | $18,480 | $74,888-75.3% | $71,209-74.0% | $142,382-87.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 28.31% | 345.14%-316.8pp | 282.51%-254.2pp | 217.08%-188.8pp |
| Employer contribution / active EE | $6,951 | $2,854+143.5% | $2,721+155.5% | $4,299+61.7% |
| Participant deferral / active EE | $10,564 | $4,454+137.2% | $4,175+153.0% | $6,507+62.3% |
| Admin fee / account holder | $3,367 | $5,568-39.5% | $5,349-37.0% | $12,624-73.3% |