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 | $45,540 | $106,749-57.3% | $145,433-68.7% | $82,448-44.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.82% | 27.59%-2.8pp | 66.58%-41.8pp | 41.64%-16.8pp |
| Employer contribution / active EE | $11,957 | $3,444+247.1% | $4,554+162.5% | $2,551+368.7% |
| Participant deferral / active EE | $6,710 | $6,519+2.9% | $7,897-15.0% | $4,139+62.1% |
| Admin fee / account holder | $1,462 | $8,390-82.6% | $13,129-88.9% | $7,234-79.8% |