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 7-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 | $113,783 | $214,378-46.9% | $200,582-43.3% | $142,382-20.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.07% | 46.41%-31.3pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,572 | $6,841-62.4% | $6,419-59.9% | $4,299-40.2% |
| Participant deferral / active EE | $13,306 | $9,865+34.9% | $9,331+42.6% | $6,507+104.5% |
| Admin fee / account holder | $870 | $17,692-95.1% | $16,305-94.7% | $12,624-93.1% |