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 | $44,400 | $85,202-47.9% | $172,739-74.3% | $72,985-39.2% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.9pp | 69.5%+23.0pp |
| Annual return | 21.89% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $4,790 | $3,324+44.1% | $5,143-6.9% | $2,440+96.3% |
| Participant deferral / active EE | $6,049 | $3,260+85.5% | $5,198+16.4% | $3,607+67.7% |
| Admin fee / account holder | $3,128 | $5,884-46.8% | $13,954-77.6% | $5,124-39.0% |