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 | $37,542 | $43,723-14.1% | $121,196-69.0% | $64,186-41.5% |
| Participation rate | 98.7% | 58.3%+40.4pp | 71.7%+27.0pp | 69.6%+29.1pp |
| Annual return | 9.32% | 68.91%-59.6pp | 16.93%-7.6pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,451 | $1,296+11.9% | $4,022-63.9% | $2,381-39.1% |
| Participant deferral / active EE | $1,422 | $2,280-37.6% | $3,344-57.5% | $3,470-59.0% |
| Admin fee / account holder | $1,943 | $3,501-44.5% | $5,019-61.3% | $4,888-60.3% |