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 | $35,509 | $104,974-66.2% | $95,585-62.9% | $142,382-75.1% |
| Participation rate | 94.7% | 75.0%+19.8pp | 72.1%+22.7pp | 80.1%+14.6pp |
| Annual return | 17.05% | 210.33%-193.3pp | 38.56%-21.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,254 | $2,779-54.9% | $2,527-50.4% | $4,299-70.8% |
| Participant deferral / active EE | $5,689 | $4,352+30.7% | $4,023+41.4% | $6,507-12.6% |
| Admin fee / account holder | $2,615 | $6,386-59.0% | $6,127-57.3% | $12,624-79.3% |