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 | $30,168 | $83,337-63.8% | $67,834-55.5% | $273,961-89.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.04% | 259.45%-255.4pp | 138.47%-134.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,370 | $3,287-58.3% | $2,403-43.0% | $4,869-71.9% |
| Participant deferral / active EE | $4,004 | $4,088-2.1% | $3,160+26.7% | $5,287-24.3% |
| Admin fee / account holder | $1,227 | $6,752-81.8% | $4,622-73.4% | $10,132-87.9% |