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 10-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 | $43,375 | $68,547-36.7% | $120,354-64.0% | $80,856-46.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 11.22% | 23.60%-12.4pp | 107.15%-95.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $635 | $2,051-69.1% | $3,463-81.7% | $2,755-77.0% |
| Participant deferral / active EE | $5,746 | $3,173+81.1% | $4,991+15.1% | $4,296+33.8% |
| Admin fee / account holder | $5,991 | $5,732+4.5% | $9,423-36.4% | $6,918-13.4% |