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 | $40,848 | $89,355-54.3% | $141,162-71.1% | $72,985-44.0% |
| Participation rate | 84.1% | 75.1%+9.0pp | 82.5%+1.7pp | 69.5%+14.6pp |
| Annual return | 45.33% | 111.85%-66.5pp | 71.39%-26.1pp | 81.00%-35.7pp |
| Employer contribution / active EE | $1,486 | $3,114-52.3% | $4,735-68.6% | $2,440-39.1% |
| Participant deferral / active EE | $3,434 | $5,418-36.6% | $6,709-48.8% | $3,607-4.8% |
| Admin fee / account holder | $1,553 | $5,958-73.9% | $10,261-84.9% | $5,124-69.7% |