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 | $47,280 | $65,561-27.9% | $86,188-45.1% | $75,163-37.1% |
| Participation rate | 81.8% | 60.5%+21.3pp | 69.0%+12.9pp | 67.2%+14.6pp |
| Annual return | 17.47% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,695 | $1,553+9.1% | $2,380-28.8% | $2,670-36.5% |
| Participant deferral / active EE | $3,146 | $3,024+4.0% | $3,985-21.1% | $4,125-23.7% |
| Admin fee / account holder | $2,209 | $5,474-59.7% | $6,852-67.8% | $5,651-60.9% |