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 | $31,090 | $85,766-63.8% | $136,294-77.2% | $70,131-55.7% |
| Participation rate | 89.2% | 74.2%+15.0pp | 81.9%+7.3pp | 69.5%+19.6pp |
| Annual return | 26.09% | 31.45%-5.4pp | 5155.94%-5129.8pp | 73.14%-47.0pp |
| Employer contribution / active EE | $2,667 | $2,966-10.1% | $4,695-43.2% | $2,342+13.8% |
| Participant deferral / active EE | $7,855 | $5,051+55.5% | $6,247+25.7% | $3,332+135.8% |
| Admin fee / account holder | $4,142 | $5,420-23.6% | $9,243-55.2% | $4,645-10.8% |