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 | $48,327 | $107,452-55.0% | $91,541-47.2% | $142,382-66.1% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.8%+21.9pp | 80.1%+11.5pp |
| Annual return | 16.64% | 22.06%-5.4pp | 20.50%-3.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,900 | $2,994-3.1% | $2,505+15.8% | $4,299-32.5% |
| Participant deferral / active EE | $6,154 | $4,754+29.4% | $4,008+53.5% | $6,507-5.4% |
| Admin fee / account holder | $1,047 | $8,834-88.1% | $6,956-84.9% | $12,624-91.7% |