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 4-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 | $22,725 | $127,065-82.1% | $113,168-79.9% | $142,382-84.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 40.71% | 24.03%+16.7pp | 24.27%+16.4pp | 217.08%-176.4pp |
| Employer contribution / active EE | $2,693 | $3,442-21.8% | $2,975-9.5% | $4,299-37.3% |
| Participant deferral / active EE | $3,364 | $5,716-41.1% | $5,107-34.1% | $6,507-48.3% |
| Admin fee / account holder | $5,920 | $15,736-62.4% | $12,068-50.9% | $12,624-53.1% |