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 | $33,930 | $117,983-71.2% | $101,794-66.7% | $142,382-76.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.02% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,985 | $2,773+7.6% | $2,289+30.4% | $4,299-30.6% |
| Participant deferral / active EE | $2,985 | $4,714-36.7% | $4,084-26.9% | $6,507-54.1% |
| Admin fee / account holder | $6,290 | $10,433-39.7% | $8,777-28.3% | $12,624-50.2% |