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 | $42,488 | $228,332-81.4% | $185,823-77.1% | $158,922-73.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.05% | 40.80%-22.8pp | 35.95%-17.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $22,017 | $4,967+343.3% | $4,087+438.6% | $4,761+362.4% |
| Participant deferral / active EE | $2,190 | $6,415-65.9% | $5,632-61.1% | $5,982-63.4% |
| Admin fee / account holder | $8,834 | $11,864-25.5% | $9,500-7.0% | $11,246-21.4% |