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 | $49,153 | $198,466-75.2% | $170,442-71.2% | $147,584-66.7% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 20.78% | 257.29%-236.5pp | 205.93%-185.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,939 | $6,184-52.5% | $5,433-45.9% | $4,876-39.7% |
| Participant deferral / active EE | $5,638 | $5,629+0.1% | $4,939+14.1% | $5,439+3.7% |
| Admin fee / account holder | $1,965 | $16,852-88.3% | $13,880-85.8% | $10,885-81.9% |