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 | $23,394 | $177,572-86.8% | $154,803-84.9% | $142,382-83.6% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 43.51% | 65.07%-21.6pp | 58.88%-15.4pp | 217.08%-173.6pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,469 | $6,272-44.7% | $5,540-37.4% | $6,507-46.7% |
| Admin fee / account holder | $1,462 | $16,786-91.3% | $14,329-89.8% | $12,624-88.4% |