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 | $31,148 | $114,381-72.8% | $107,525-71.0% | $142,382-78.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.45% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,743 | $4,015-31.7% | $3,754-26.9% | $4,299-36.2% |
| Participant deferral / active EE | $8,590 | $5,564+54.4% | $5,116+67.9% | $6,507+32.0% |
| Admin fee / account holder | $1,560 | $9,860-84.2% | $8,919-82.5% | $12,624-87.6% |