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 | $41,811 | $89,355-53.2% | $141,162-70.4% | $72,985-42.7% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 29.12% | 111.85%-82.7pp | 71.39%-42.3pp | 81.00%-51.9pp |
| Employer contribution / active EE | $3,305 | $3,114+6.1% | $4,735-30.2% | $2,440+35.5% |
| Participant deferral / active EE | $8,310 | $5,418+53.4% | $6,709+23.9% | $3,607+130.3% |
| Admin fee / account holder | $2,397 | $5,958-59.8% | $10,261-76.6% | $5,124-53.2% |