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 10-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 | $42,069 | $91,190-53.9% | $178,490-76.4% | $79,858-47.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.58% | 24.19%-12.6pp | 151.07%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,817 | $3,256-13.5% | $5,011-43.8% | $2,471+14.0% |
| Participant deferral / active EE | $3,249 | $3,236+0.4% | $5,202-37.5% | $3,740-13.1% |
| Admin fee / account holder | $1,053 | $6,751-84.4% | $13,984-92.5% | $5,306-80.2% |