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 | $45,321 | $116,175-61.0% | $93,606-51.6% | $152,861-70.4% |
| Participation rate | 93.3% | 78.0%+15.3pp | 75.8%+17.5pp | 82.4%+10.9pp |
| Annual return | 21.93% | 35.96%-14.0pp | 32.76%-10.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,258 | $3,218-29.8% | $2,718-16.9% | $4,762-52.6% |
| Participant deferral / active EE | $3,573 | $4,603-22.4% | $4,069-12.2% | $5,850-38.9% |
| Admin fee / account holder | $562 | $10,748-94.8% | $7,888-92.9% | $11,596-95.2% |