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 | $47,596 | $105,931-55.1% | $81,930-41.9% | $158,922-70.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 23.56% | 38.17%-14.6pp | 29.49%-5.9pp | 302.83%-279.3pp |
| Employer contribution / active EE | $7,195 | $7,800-7.7% | $4,310+66.9% | $4,761+51.1% |
| Participant deferral / active EE | $4,117 | $13,003-68.3% | $7,107-42.1% | $5,982-31.2% |
| Admin fee / account holder | $3,133 | $8,489-63.1% | $5,158-39.3% | $11,246-72.1% |