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 | $38,755 | $159,602-75.7% | $150,045-74.2% | $142,382-72.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 18.19% | 70.24%-52.0pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,053 | $4,961-58.6% | $4,693-56.2% | $4,299-52.2% |
| Participant deferral / active EE | $4,826 | $8,310-41.9% | $7,997-39.7% | $6,507-25.8% |
| Admin fee / account holder | $350 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |