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 | $41,681 | $115,770-64.0% | $101,248-58.8% | $158,922-73.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 15.21% | 56.14%-40.9pp | 46.47%-31.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,057 | $4,175-74.7% | $3,660-71.1% | $4,761-77.8% |
| Participant deferral / active EE | $4,661 | $4,957-6.0% | $4,370+6.7% | $5,982-22.1% |
| Admin fee / account holder | $1,250 | $7,245-82.8% | $5,945-79.0% | $11,246-88.9% |