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 | $29,430 | $117,859-75.0% | $102,438-71.3% | $145,959-79.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 18.37% | 31.72%-13.3pp | 29.37%-11.0pp | 561.95%-543.6pp |
| Employer contribution / active EE | $1,031 | $3,615-71.5% | $3,024-65.9% | $4,661-77.9% |
| Participant deferral / active EE | $5,389 | $5,732-6.0% | $5,054+6.6% | $6,689-19.4% |
| Admin fee / account holder | $1,102 | $13,318-91.7% | $9,448-88.3% | $13,398-91.8% |