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 | $11,831 | $99,918-88.2% | $81,382-85.5% | $145,922-91.9% |
| Participation rate | 95.5% | 74.2%+21.3pp | 69.5%+26.0pp | 80.3%+15.2pp |
| Annual return | 11.74% | 34.32%-22.6pp | 24.73%-13.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,607 | $2,978+21.1% | $2,463+46.5% | $4,660-22.6% |
| Participant deferral / active EE | $5,424 | $4,605+17.8% | $3,883+39.7% | $6,688-18.9% |
| Admin fee / account holder | $1,055 | $8,212-87.2% | $5,768-81.7% | $13,397-92.1% |