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 | $46,356 | $157,256-70.5% | $141,162-67.2% | $152,861-69.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.78% | 64.32%-32.5pp | 71.39%-39.6pp | 345.32%-313.5pp |
| Employer contribution / active EE | $7,851 | $5,261+49.2% | $4,735+65.8% | $4,762+64.8% |
| Participant deferral / active EE | $12,219 | $7,109+71.9% | $6,709+82.1% | $5,850+108.9% |
| Admin fee / account holder | $1,795 | $12,120-85.2% | $10,261-82.5% | $11,596-84.5% |