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 | $47,993 | $77,899-38.4% | $149,673-67.9% | $75,163-36.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.09% | 31.72%-7.6pp | 134.42%-110.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $7,161 | $3,137+128.2% | $4,818+48.6% | $2,670+168.2% |
| Participant deferral / active EE | $3,648 | $3,411+7.0% | $5,680-35.8% | $4,125-11.6% |
| Admin fee / account holder | $759 | $5,956-87.3% | $13,210-94.3% | $5,651-86.6% |