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 6-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 | $38,042 | $127,065-70.1% | $113,168-66.4% | $142,382-73.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 29.71% | 24.03%+5.7pp | 24.27%+5.4pp | 217.08%-187.4pp |
| Employer contribution / active EE | $3,734 | $3,442+8.5% | $2,975+25.5% | $4,299-13.1% |
| Participant deferral / active EE | $4,455 | $5,716-22.1% | $5,107-12.8% | $6,507-31.5% |
| Admin fee / account holder | $3,984 | $15,736-74.7% | $12,068-67.0% | $12,624-68.4% |