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 | $26,119 | $90,503-71.1% | $78,689-66.8% | $273,961-90.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.49% | 75.60%-65.1pp | 62.18%-51.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $6,024 | $3,176+89.7% | $2,851+111.3% | $4,869+23.7% |
| Participant deferral / active EE | $3,486 | $3,901-10.6% | $3,517-0.9% | $5,287-34.1% |
| Admin fee / account holder | $706 | $5,263-86.6% | $4,510-84.4% | $10,132-93.0% |