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 10-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 | $37,500 | $163,101-77.0% | $136,749-72.6% | $142,382-73.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.23% | 27.54%-6.3pp | 24.33%-3.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,795 | $4,117-7.8% | $3,400+11.6% | $4,299-11.7% |
| Participant deferral / active EE | $5,677 | $5,585+1.7% | $4,692+21.0% | $6,507-12.8% |
| Admin fee / account holder | $2,154 | $14,318-85.0% | $11,386-81.1% | $12,624-82.9% |