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 | $26,875 | $106,515-74.8% | $96,683-72.2% | $139,434-80.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.70% | 38.43%-18.7pp | 35.69%-16.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $3,890 | $4,103-5.2% | $3,737+4.1% | $4,751-18.1% |
| Participant deferral / active EE | $6,618 | $5,454+21.4% | $4,878+35.7% | $6,710-1.4% |
| Admin fee / account holder | $2,288 | $7,877-71.0% | $6,730-66.0% | $11,403-79.9% |