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 4-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 | $15,584 | $73,867-78.9% | $143,757-89.2% | $68,494-77.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 5.38% | 1.01%+4.4pp | -0.04%+5.4pp | -7.84%+13.2pp |
| Employer contribution / active EE | $7,496 | $3,184+135.4% | $4,951+51.4% | $2,596+188.7% |
| Participant deferral / active EE | $5,600 | $3,384+65.5% | $5,637-0.7% | $4,027+39.1% |
| Admin fee / account holder | $301 | $5,755-94.8% | $14,673-97.9% | $5,403-94.4% |