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 | $47,863 | $76,407-37.4% | $150,298-68.2% | $82,448-41.9% |
| Participation rate | 90.0% | 66.4%+23.6pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 20.37% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $3,098 | $2,614+18.5% | $4,154-25.4% | $2,551+21.4% |
| Participant deferral / active EE | $5,111 | $3,214+59.0% | $5,453-6.3% | $4,139+23.5% |
| Admin fee / account holder | $462 | $6,352-92.7% | $14,116-96.7% | $7,234-93.6% |