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 | $74,385 | $117,859-36.9% | $102,438-27.4% | $145,959-49.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.32% | 31.72%-19.4pp | 29.37%-17.0pp | 561.95%-549.6pp |
| Employer contribution / active EE | $18,738 | $3,615+418.3% | $3,024+519.7% | $4,661+302.0% |
| Participant deferral / active EE | $14,481 | $5,732+152.6% | $5,054+186.5% | $6,689+116.5% |
| Admin fee / account holder | $2,766 | $13,318-79.2% | $9,448-70.7% | $13,398-79.4% |