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 | $28,568 | $106,584-73.2% | $101,326-71.8% | $142,382-79.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.62% | 36.93%-10.3pp | 36.82%-10.2pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,434 | $3,956-63.7% | $3,665-60.9% | $4,299-66.6% |
| Participant deferral / active EE | $4,119 | $8,297-50.4% | $7,994-48.5% | $6,507-36.7% |
| Admin fee / account holder | $358 | $11,446-96.9% | $11,185-96.8% | $12,624-97.2% |