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 9-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 | $29,503 | $152,587-80.7% | $125,175-76.4% | $152,861-80.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.72% | 54.84%-28.1pp | 43.79%-17.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,331 | $4,946-52.9% | $3,865-39.7% | $4,762-51.1% |
| Participant deferral / active EE | $8,106 | $5,868+38.1% | $4,937+64.2% | $5,850+38.6% |
| Admin fee / account holder | $382 | $13,434-97.2% | $9,702-96.1% | $11,596-96.7% |