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 3-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 | $24,103 | $179,726-86.6% | $156,263-84.6% | $142,382-83.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.90% | 77.86%-53.0pp | 59.47%-34.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $3,343 | $5,069-34.0% | $4,333-22.8% | $4,299-22.2% |
| Participant deferral / active EE | $7,855 | $6,956+12.9% | $6,158+27.5% | $6,507+20.7% |
| Admin fee / account holder | $1,261 | $17,272-92.7% | $14,255-91.2% | $12,624-90.0% |