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 5-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 | $26,598 | $74,888-64.5% | $71,209-62.6% | $142,382-81.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.07% | 345.14%-324.1pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,153 | $2,854+45.5% | $2,721+52.6% | $4,299-3.4% |
| Participant deferral / active EE | $4,549 | $4,454+2.1% | $4,175+9.0% | $6,507-30.1% |
| Admin fee / account holder | $2,252 | $5,568-59.5% | $5,349-57.9% | $12,624-82.2% |