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 | $75,643 | $100,041-24.4% | $149,718-49.5% | $70,131+7.9% |
| Participation rate | 89.5% | 83.6%+5.9pp | 87.1%+2.4pp | 69.5%+19.9pp |
| Annual return | 18.48% | 27.43%-8.9pp | 1501.63%-1483.1pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,849 | $3,662-49.5% | $5,445-66.0% | $2,342-21.1% |
| Participant deferral / active EE | $3,522 | $4,983-29.3% | $6,569-46.4% | $3,332+5.7% |
| Admin fee / account holder | $3,378 | $8,286-59.2% | $11,283-70.1% | $4,645-27.3% |