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 | $24,995 | $69,207-63.9% | $64,056-61.0% | $139,434-82.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 43.56% | 45.88%-2.3pp | 33.69%+9.9pp | 372.94%-329.4pp |
| Employer contribution / active EE | $2,935 | $3,182-7.8% | $2,747+6.9% | $4,751-38.2% |
| Participant deferral / active EE | $7,799 | $4,682+66.6% | $3,880+101.0% | $6,710+16.2% |
| Admin fee / account holder | $409 | $4,244-90.4% | $3,068-86.7% | $11,403-96.4% |