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 5-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 | $32,991 | $97,125-66.0% | $86,233-61.7% | $137,256-76.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.92% | 74.19%-60.3pp | 61.39%-47.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,613 | $2,841+27.2% | $2,504+44.3% | $4,156-13.1% |
| Participant deferral / active EE | $8,258 | $5,180+59.4% | $4,559+81.1% | $6,407+28.9% |
| Admin fee / account holder | $6,618 | $9,725-31.9% | $8,342-20.7% | $12,270-46.1% |