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 10-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 | $22,453 | $58,208-61.4% | $81,812-72.6% | $80,856-72.2% |
| Participation rate | 93.0% | 63.4%+29.6pp | 72.3%+20.7pp | 67.6%+25.4pp |
| Annual return | 12.96% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,665 | $2,340+56.6% | $2,912+25.8% | $2,755+33.0% |
| Participant deferral / active EE | $2,892 | $3,281-11.9% | $4,319-33.0% | $4,296-32.7% |
| Admin fee / account holder | $6,509 | $4,981+30.7% | $7,386-11.9% | $6,918-5.9% |