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 | $39,978 | $117,381-65.9% | $99,443-59.8% | $152,861-73.8% |
| Participation rate | 90.5% | 77.5%+12.9pp | 73.8%+16.6pp | 82.4%+8.0pp |
| Annual return | 18.23% | 31.87%-13.6pp | 30.72%-12.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,467 | $3,013+15.1% | $2,540+36.5% | $4,762-27.2% |
| Participant deferral / active EE | $1,774 | $4,086-56.6% | $3,619-51.0% | $5,850-69.7% |
| Admin fee / account holder | $392 | $7,631-94.9% | $6,250-93.7% | $11,596-96.6% |