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 | $41,341 | $105,859-60.9% | $90,160-54.1% | $147,584-72.0% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 27.45% | 37.63%-10.2pp | 34.88%-7.4pp | 578.55%-551.1pp |
| Employer contribution / active EE | $2,744 | $4,126-33.5% | $3,318-17.3% | $4,876-43.7% |
| Participant deferral / active EE | $7,154 | $5,733+24.8% | $5,288+35.3% | $5,439+31.5% |
| Admin fee / account holder | $1,546 | $8,046-80.8% | $5,943-74.0% | $10,885-85.8% |