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 | $28,724 | $115,770-75.2% | $101,248-71.6% | $158,922-81.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 36.22% | 56.14%-19.9pp | 46.47%-10.3pp | 302.83%-266.6pp |
| Employer contribution / active EE | $3,222 | $4,175-22.8% | $3,660-11.9% | $4,761-32.3% |
| Participant deferral / active EE | $9,443 | $4,957+90.5% | $4,370+116.1% | $5,982+57.9% |
| Admin fee / account holder | $821 | $7,245-88.7% | $5,945-86.2% | $11,246-92.7% |