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 | $46,324 | $48,364-4.2% | $71,796-35.5% | $62,891-26.3% |
| Participation rate | 71.4% | 60.6%+10.8pp | 69.1%+2.3pp | 69.3%+2.1pp |
| Annual return | 7.00% | 13.16%-6.2pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4,185 | $1,042+301.7% | $1,924+117.5% | $2,281+83.5% |
| Participant deferral / active EE | $3,222 | $2,091+54.1% | $2,794+15.3% | $3,203+0.6% |
| Admin fee / account holder | $554 | $3,771-85.3% | $4,815-88.5% | $4,296-87.1% |