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 4-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 | $24,117 | $60,022-59.8% | $88,946-72.9% | $84,808-71.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 19.08% | 22.43%-3.4pp | 57.82%-38.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,815 | $1,703+124.1% | $2,555+49.3% | $2,631+45.0% |
| Participant deferral / active EE | $5,166 | $3,114+65.9% | $4,581+12.8% | $4,212+22.6% |
| Admin fee / account holder | $1,124 | $4,811-76.6% | $8,261-86.4% | $7,344-84.7% |