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 | $37,351 | $72,277-48.3% | $101,248-63.1% | $79,858-53.2% |
| Participation rate | 93.6% | 68.5%+25.2pp | 75.8%+17.8pp | 69.6%+24.0pp |
| Annual return | 49.77% | 22.30%+27.5pp | 46.47%+3.3pp | 31.71%+18.1pp |
| Employer contribution / active EE | $2,713 | $2,692+0.8% | $3,660-25.9% | $2,471+9.8% |
| Participant deferral / active EE | $5,409 | $3,282+64.8% | $4,370+23.8% | $3,740+44.6% |
| Admin fee / account holder | $1,451 | $4,400-67.0% | $5,945-75.6% | $5,306-72.7% |