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 | $37,772 | $117,983-68.0% | $101,794-62.9% | $142,382-73.5% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.2%+25.8pp | 80.1%+14.9pp |
| Annual return | 11.97% | 36.92%-24.9pp | 30.53%-18.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,640 | $2,773+31.3% | $2,289+59.0% | $4,299-15.3% |
| Participant deferral / active EE | $6,820 | $4,714+44.7% | $4,084+67.0% | $6,507+4.8% |
| Admin fee / account holder | $14,312 | $10,433+37.2% | $8,777+63.1% | $12,624+13.4% |