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 8-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 | $38,972 | $112,881-65.5% | $90,951-57.2% | $158,922-75.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 25.50% | 215.79%-190.3pp | 134.60%-109.1pp | 302.83%-277.3pp |
| Employer contribution / active EE | $1,851 | $2,893-36.0% | $2,122-12.8% | $4,761-61.1% |
| Participant deferral / active EE | $6,635 | $4,128+60.8% | $3,373+96.7% | $5,982+10.9% |
| Admin fee / account holder | $3,462 | $8,041-56.9% | $5,959-41.9% | $11,246-69.2% |