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 | $50,177 | $124,281-59.6% | $109,143-54.0% | $167,490-70.0% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 10.31% | 26.04%-15.7pp | 25.75%-15.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $7,618 | $4,207+81.1% | $3,722+104.7% | $4,837+57.5% |
| Participant deferral / active EE | $7,363 | $5,255+40.1% | $4,653+58.2% | $6,341+16.1% |
| Admin fee / account holder | $2,892 | $7,970-63.7% | $6,752-57.2% | $12,309-76.5% |