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 | $37,072 | $85,202-56.5% | $172,739-78.5% | $72,985-49.2% |
| Participation rate | 81.4% | 70.1%+11.3pp | 82.6%-1.3pp | 69.5%+11.9pp |
| Annual return | 23.05% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,228 | $3,324-33.0% | $5,143-56.7% | $2,440-8.7% |
| Participant deferral / active EE | $5,222 | $3,260+60.2% | $5,198+0.5% | $3,607+44.8% |
| Admin fee / account holder | $965 | $5,884-83.6% | $13,954-93.1% | $5,124-81.2% |