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 | $24,410 | $124,319-80.4% | $111,297-78.1% | $167,490-85.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.07% | 37.44%-26.4pp | 54.65%-43.6pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,295 | $3,435-33.2% | $2,731-16.0% | $4,837-52.5% |
| Participant deferral / active EE | $5,338 | $5,180+3.0% | $4,487+18.9% | $6,341-15.8% |
| Admin fee / account holder | $346 | $10,618-96.7% | $7,964-95.7% | $12,309-97.2% |