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 | $58,371 | $127,065-54.1% | $113,168-48.4% | $142,382-59.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.62% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,985 | $3,442-13.3% | $2,975+0.3% | $4,299-30.6% |
| Participant deferral / active EE | $13,463 | $5,716+135.5% | $5,107+163.6% | $6,507+106.9% |
| Admin fee / account holder | $1,405 | $15,736-91.1% | $12,068-88.4% | $12,624-88.9% |