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 | $17,245 | $127,264-86.4% | $109,895-84.3% | $167,490-89.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 7.78% | 22.97%-15.2pp | 29.45%-21.7pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,633 | $3,322-50.9% | $2,842-42.6% | $4,837-66.3% |
| Participant deferral / active EE | $4,753 | $4,514+5.3% | $4,048+17.4% | $6,341-25.1% |
| Admin fee / account holder | $1,139 | $7,114-84.0% | $6,066-81.2% | $12,309-90.7% |