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 | $26,491 | $114,381-76.8% | $107,525-75.4% | $142,382-81.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 21.78% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,152 | $4,015-46.4% | $3,754-42.7% | $4,299-50.0% |
| Participant deferral / active EE | $2,822 | $5,564-49.3% | $5,116-44.8% | $6,507-56.6% |
| Admin fee / account holder | $2,717 | $9,860-72.4% | $8,919-69.5% | $12,624-78.5% |