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 4-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 | $32,746 | $109,881-70.2% | $150,045-78.2% | $84,808-61.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 27.60% | 28.25%-0.7pp | 62.55%-35.0pp | 40.90%-13.3pp |
| Employer contribution / active EE | $1,403 | $3,561-60.6% | $4,693-70.1% | $2,631-46.7% |
| Participant deferral / active EE | $11,193 | $6,636+68.7% | $7,997+40.0% | $4,212+165.8% |
| Admin fee / account holder | $1,326 | $8,568-84.5% | $13,435-90.1% | $7,344-81.9% |