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 | $19,620 | $107,452-81.7% | $91,541-78.6% | $142,382-86.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.78% | 22.06%-3.3pp | 20.50%-1.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,470 | $2,994+15.9% | $2,505+38.5% | $4,299-19.3% |
| Participant deferral / active EE | $1,822 | $4,754-61.7% | $4,008-54.5% | $6,507-72.0% |
| Admin fee / account holder | $4,249 | $8,834-51.9% | $6,956-38.9% | $12,624-66.3% |