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 | $51,996 | $89,355-41.8% | $141,162-63.2% | $72,985-28.8% |
| Participation rate | 85.4% | 75.1%+10.2pp | 82.5%+2.9pp | 69.5%+15.9pp |
| Annual return | 22.21% | 111.85%-89.6pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,091 | $3,114-65.0% | $4,735-77.0% | $2,440-55.3% |
| Participant deferral / active EE | $2,435 | $5,418-55.1% | $6,709-63.7% | $3,607-32.5% |
| Admin fee / account holder | $2,152 | $5,958-63.9% | $10,261-79.0% | $5,124-58.0% |