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 6-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 | $29,207 | $54,705-46.6% | $71,209-59.0% | $84,808-65.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 23.17% | 35.90%-12.7pp | 282.51%-259.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $3,991 | $2,158+84.9% | $2,721+46.7% | $2,631+51.7% |
| Participant deferral / active EE | $6,146 | $3,030+102.8% | $4,175+47.2% | $4,212+45.9% |
| Admin fee / account holder | $1,409 | $4,863-71.0% | $5,349-73.7% | $7,344-80.8% |