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 | $42,892 | $112,881-62.0% | $90,951-52.8% | $158,922-73.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 19.55% | 215.79%-196.2pp | 134.60%-115.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,901 | $2,893+0.3% | $2,122+36.7% | $4,761-39.1% |
| Participant deferral / active EE | $6,449 | $4,128+56.2% | $3,373+91.2% | $5,982+7.8% |
| Admin fee / account holder | $6,504 | $8,041-19.1% | $5,959+9.2% | $11,246-42.2% |