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 | $51,705 | $91,552-43.5% | $133,956-61.4% | $79,858-35.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 21.77% | 61.85%-40.1pp | 45.09%-23.3pp | 31.71%-9.9pp |
| Employer contribution / active EE | $3,572 | $2,384+49.8% | $3,919-8.9% | $2,471+44.5% |
| Participant deferral / active EE | $3,515 | $3,733-5.9% | $5,048-30.4% | $3,740-6.0% |
| Admin fee / account holder | $4,398 | $6,321-30.4% | $8,927-50.7% | $5,306-17.1% |