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 8-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 | $36,482 | $124,319-70.7% | $111,297-67.2% | $167,490-78.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.54% | 37.44%-22.9pp | 54.65%-40.1pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,474 | $3,435-28.0% | $2,731-9.4% | $4,837-48.9% |
| Participant deferral / active EE | $7,248 | $5,180+39.9% | $4,487+61.5% | $6,341+14.3% |
| Admin fee / account holder | $1,041 | $10,618-90.2% | $7,964-86.9% | $12,309-91.5% |