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 | $37,111 | $126,574-70.7% | $106,213-65.1% | $145,922-74.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.84% | 224.79%-212.9pp | 116.14%-104.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,740 | $3,730-26.5% | $3,171-13.6% | $4,660-41.2% |
| Participant deferral / active EE | $4,581 | $5,724-20.0% | $5,016-8.7% | $6,688-31.5% |
| Admin fee / account holder | $642 | $17,304-96.3% | $11,033-94.2% | $13,397-95.2% |