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 | $38,671 | $89,355-56.7% | $141,162-72.6% | $72,985-47.0% |
| Participation rate | 79.5% | 75.1%+4.4pp | 82.5%-3.0pp | 69.5%+10.0pp |
| Annual return | 24.63% | 111.85%-87.2pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,496 | $3,114-19.9% | $4,735-47.3% | $2,440+2.3% |
| Participant deferral / active EE | $6,450 | $5,418+19.0% | $6,709-3.9% | $3,607+78.8% |
| Admin fee / account holder | $2,823 | $5,958-52.6% | $10,261-72.5% | $5,124-44.9% |