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 3-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 | $30,958 | $111,535-72.2% | $105,223-70.6% | $137,256-77.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.64% | 237.85%-213.2pp | 180.65%-156.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $4,485 | $3,939+13.9% | $3,689+21.6% | $4,156+7.9% |
| Participant deferral / active EE | $7,264 | $5,500+32.1% | $5,072+43.2% | $6,407+13.4% |
| Admin fee / account holder | $520 | $9,721-94.6% | $8,859-94.1% | $12,270-95.8% |