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 | $45,740 | $106,584-57.1% | $101,326-54.9% | $142,382-67.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.87% | 36.93%-15.1pp | 36.82%-15.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $934 | $3,956-76.4% | $3,665-74.5% | $4,299-78.3% |
| Participant deferral / active EE | $5,359 | $8,297-35.4% | $7,994-33.0% | $6,507-17.7% |
| Admin fee / account holder | $478 | $11,446-95.8% | $11,185-95.7% | $12,624-96.2% |