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 8-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 | $57,355 | $124,319-53.9% | $111,297-48.5% | $167,490-65.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.68% | 37.44%-24.8pp | 54.65%-42.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,789 | $3,435-47.9% | $2,731-34.5% | $4,837-63.0% |
| Participant deferral / active EE | $10,991 | $5,180+112.2% | $4,487+144.9% | $6,341+73.3% |
| Admin fee / account holder | $525 | $10,618-95.1% | $7,964-93.4% | $12,309-95.7% |