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 | $22,818 | $74,888-69.5% | $71,209-68.0% | $142,382-84.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.59% | 345.14%-324.6pp | 282.51%-261.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,532 | $2,854-46.3% | $2,721-43.7% | $4,299-64.4% |
| Participant deferral / active EE | $3,752 | $4,454-15.8% | $4,175-10.1% | $6,507-42.3% |
| Admin fee / account holder | $2,712 | $5,568-51.3% | $5,349-49.3% | $12,624-78.5% |