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 | $56,462 | $65,365-13.6% | $92,893-39.2% | $72,985-22.6% |
| Participation rate | 97.7% | 68.3%+29.4pp | 76.0%+21.7pp | 69.5%+28.2pp |
| Annual return | 20.71% | 42.10%-21.4pp | 109.41%-88.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $5,631 | $2,594+117.1% | $3,653+54.2% | $2,440+130.8% |
| Participant deferral / active EE | $3,129 | $3,1280% | $4,236-26.1% | $3,607-13.3% |
| Admin fee / account holder | $1,804 | $4,251-57.6% | $5,794-68.9% | $5,124-64.8% |