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 | $34,640 | $96,635-64.2% | $86,612-60.0% | $139,434-75.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 27.49% | 106.41%-78.9pp | 591.07%-563.6pp | 372.94%-345.4pp |
| Employer contribution / active EE | $3,505 | $3,263+7.4% | $3,022+16.0% | $4,751-26.2% |
| Participant deferral / active EE | $11,445 | $4,836+136.7% | $4,438+157.9% | $6,710+70.6% |
| Admin fee / account holder | $3,860 | $6,408-39.8% | $5,614-31.2% | $11,403-66.1% |