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 | $29,860 | $80,968-63.1% | $96,544-69.1% | $75,163-60.3% |
| Participation rate | 92.6% | 71.8%+20.8pp | 76.0%+16.6pp | 67.2%+25.4pp |
| Annual return | 81.25% | 27.06%+54.2pp | 25.84%+55.4pp | 160.62%-79.4pp |
| Employer contribution / active EE | $2,345 | $2,282+2.8% | $2,965-20.9% | $2,670-12.2% |
| Participant deferral / active EE | $3,678 | $3,928-6.4% | $4,851-24.2% | $4,125-10.8% |
| Admin fee / account holder | $3,407 | $6,724-49.3% | $8,252-58.7% | $5,651-39.7% |