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 | $40,376 | $91,190-55.7% | $178,490-77.4% | $79,858-49.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.22% | 24.19%-11.0pp | 151.07%-137.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $6,565 | $3,256+101.7% | $5,011+31.0% | $2,471+165.7% |
| Participant deferral / active EE | $4,781 | $3,236+47.8% | $5,202-8.1% | $3,740+27.8% |
| Admin fee / account holder | $2,391 | $6,751-64.6% | $13,984-82.9% | $5,306-54.9% |