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 | $48,683 | $111,535-56.4% | $105,223-53.7% | $137,256-64.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.00% | 237.85%-221.9pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,235 | $3,939-17.9% | $3,689-12.3% | $4,156-22.2% |
| Participant deferral / active EE | $11,212 | $5,500+103.9% | $5,072+121.1% | $6,407+75.0% |
| Admin fee / account holder | $11,821 | $9,721+21.6% | $8,859+33.4% | $12,270-3.7% |