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 | $38,116 | $63,346-39.8% | $92,233-58.7% | $70,131-45.7% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 16.48% | 530.12%-513.6pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,262 | $2,471+32.0% | $3,679-11.3% | $2,342+39.3% |
| Participant deferral / active EE | $2,019 | $2,854-29.2% | $3,897-48.2% | $3,332-39.4% |
| Admin fee / account holder | $346 | $3,840-91.0% | $5,194-93.3% | $4,645-92.5% |