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 3-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 | $26,386 | $58,627-55.0% | $76,735-65.6% | $82,448-68.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 25.65% | 39.10%-13.5pp | 29.77%-4.1pp | 41.64%-16.0pp |
| Employer contribution / active EE | $3,478 | $1,729+101.2% | $2,454+41.7% | $2,551+36.4% |
| Participant deferral / active EE | $6,526 | $3,134+108.3% | $4,088+59.6% | $4,139+57.7% |
| Admin fee / account holder | $1,824 | $5,323-65.7% | $7,189-74.6% | $7,234-74.8% |