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 | $58,935 | $58,9270% | $76,817-23.3% | $72,985-19.2% |
| Participation rate | 80.7% | 67.3%+13.4pp | 72.1%+8.6pp | 69.5%+11.2pp |
| Annual return | 24.38% | 2305.64%-2281.3pp | 1166.11%-1141.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,891 | $1,787+5.8% | $2,302-17.9% | $2,440-22.5% |
| Participant deferral / active EE | $4,421 | $2,690+64.3% | $3,336+32.5% | $3,607+22.5% |
| Admin fee / account holder | $1,923 | $4,013-52.1% | $6,420-70.1% | $5,124-62.5% |