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 6-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 | $32,887 | $124,281-73.5% | $109,143-69.9% | $167,490-80.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.43% | 26.04%-10.6pp | 25.75%-10.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $5,489 | $4,207+30.5% | $3,722+47.5% | $4,837+13.5% |
| Participant deferral / active EE | $9,197 | $5,255+75.0% | $4,653+97.6% | $6,341+45.0% |
| Admin fee / account holder | $2,529 | $7,970-68.3% | $6,752-62.5% | $12,309-79.5% |