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 9-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 | $39,113 | $101,069-61.3% | $81,478-52.0% | $147,584-73.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.07% | 32.40%-13.3pp | 38.78%-19.7pp | 578.55%-559.5pp |
| Employer contribution / active EE | $13,462 | $3,205+320.0% | $2,568+424.3% | $4,876+176.1% |
| Participant deferral / active EE | $8,672 | $4,242+104.4% | $3,537+145.2% | $5,439+59.4% |
| Admin fee / account holder | $5,977 | $5,812+2.8% | $4,561+31.0% | $10,885-45.1% |