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 | $46,594 | $154,117-69.8% | $129,995-64.2% | $139,434-66.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 23.90% | 32.48%-8.6pp | -137.18%+161.1pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,629 | $5,289-50.3% | $4,320-39.1% | $4,751-44.7% |
| Participant deferral / active EE | $3,759 | $6,710-44.0% | $5,820-35.4% | $6,710-44.0% |
| Admin fee / account holder | $3,963 | $14,007-71.7% | $10,614-62.7% | $11,403-65.2% |