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 | $42,741 | $99,079-56.9% | $77,999-45.2% | $273,961-84.4% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.5%-2.8pp | 83.0%-10.3pp |
| Annual return | 6.18% | 217.93%-211.7pp | 425.96%-419.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,429 | $3,308-26.6% | $2,470-1.7% | $4,869-50.1% |
| Participant deferral / active EE | $4,602 | $4,306+6.9% | $3,497+31.6% | $5,287-13.0% |
| Admin fee / account holder | $562 | $8,954-93.7% | $5,480-89.7% | $10,132-94.5% |