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 | $75,979 | $238,490-68.1% | $180,183-57.8% | $142,382-46.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 0.00% | 33.56%-33.6pp | 27.86%-27.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,994 | $6,143-51.3% | $5,039-40.6% | $4,299-30.4% |
| Participant deferral / active EE | $5,522 | $7,996-30.9% | $6,822-19.1% | $6,507-15.1% |
| Admin fee / account holder | $516 | $28,866-98.2% | $19,975-97.4% | $12,624-95.9% |