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 | $43,105 | $58,828-26.7% | $77,999-44.7% | $62,891-31.5% |
| Participation rate | 98.5% | 71.1%+27.4pp | 75.5%+23.0pp | 69.3%+29.2pp |
| Annual return | 7.34% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,246 | $1,672+34.4% | $2,470-9.1% | $2,281-1.5% |
| Participant deferral / active EE | $2,890 | $2,686+7.6% | $3,497-17.4% | $3,203-9.8% |
| Admin fee / account holder | $631 | $4,393-85.6% | $5,480-88.5% | $4,296-85.3% |