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 | $40,539 | $91,190-55.5% | $178,490-77.3% | $79,858-49.2% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 23.27% | 24.19%-0.9pp | 151.07%-127.8pp | 31.71%-8.4pp |
| Employer contribution / active EE | $3,405 | $3,256+4.6% | $5,011-32.0% | $2,471+37.8% |
| Participant deferral / active EE | $5,461 | $3,236+68.8% | $5,202+5.0% | $3,740+46.0% |
| Admin fee / account holder | $1,838 | $6,751-72.8% | $13,984-86.9% | $5,306-65.4% |