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 | $47,593 | $89,355-46.7% | $141,162-66.3% | $72,985-34.8% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 25.60% | 111.85%-86.3pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,529 | $3,114-18.8% | $4,735-46.6% | $2,440+3.6% |
| Participant deferral / active EE | $4,958 | $5,418-8.5% | $6,709-26.1% | $3,607+37.4% |
| Admin fee / account holder | $3,877 | $5,958-34.9% | $10,261-62.2% | $5,124-24.3% |