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 | $42,383 | $89,355-52.6% | $141,162-70.0% | $72,985-41.9% |
| Participation rate | 71.1% | 75.1%-4.0pp | 82.5%-11.4pp | 69.5%+1.6pp |
| Annual return | 26.02% | 111.85%-85.8pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,159 | $3,114-30.7% | $4,735-54.4% | $2,440-11.5% |
| Participant deferral / active EE | $7,908 | $5,418+46.0% | $6,709+17.9% | $3,607+119.2% |
| Admin fee / account holder | $950 | $5,958-84.1% | $10,261-90.7% | $5,124-81.5% |