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 | $66,561 | $91,552-27.3% | $133,956-50.3% | $79,858-16.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.57% | 61.85%-48.3pp | 45.09%-31.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,425 | $2,384-40.2% | $3,919-63.6% | $2,471-42.3% |
| Participant deferral / active EE | $4,187 | $3,733+12.1% | $5,048-17.1% | $3,740+11.9% |
| Admin fee / account holder | $677 | $6,321-89.3% | $8,927-92.4% | $5,306-87.3% |