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 7-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 | $56,627 | $154,117-63.3% | $129,995-56.4% | $139,434-59.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.35% | 32.48%-16.1pp | -137.18%+153.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $7,798 | $5,289+47.4% | $4,320+80.5% | $4,751+64.1% |
| Participant deferral / active EE | $13,624 | $6,710+103.0% | $5,820+134.1% | $6,710+103.0% |
| Admin fee / account holder | $335 | $14,007-97.6% | $10,614-96.8% | $11,403-97.1% |