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 | $42,962 | $97,044-55.7% | $83,333-48.4% | $135,375-68.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 9.19% | 12.31%-3.1pp | 10.63%-1.4pp | 519.73%-510.5pp |
| Employer contribution / active EE | $2,440 | $4,143-41.1% | $3,379-27.8% | $4,779-48.9% |
| Participant deferral / active EE | $3,397 | $5,964-43.0% | $5,565-39.0% | $5,609-39.4% |
| Admin fee / account holder | $1,081 | $8,380-87.1% | $7,510-85.6% | $10,827-90.0% |