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 7-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 | $55,358 | $154,228-64.1% | $145,433-61.9% | $137,256-59.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.99% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $10,674 | $4,804+122.2% | $4,554+134.4% | $4,156+156.8% |
| Participant deferral / active EE | $16,690 | $8,216+103.1% | $7,897+111.3% | $6,407+160.5% |
| Admin fee / account holder | $2,458 | $14,344-82.9% | $13,129-81.3% | $12,270-80.0% |