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 | $45,473 | $58,927-22.8% | $76,817-40.8% | $72,985-37.7% |
| Participation rate | 80.0% | 67.3%+12.7pp | 72.1%+7.9pp | 69.5%+10.5pp |
| Annual return | 20.94% | 2305.64%-2284.7pp | 1166.11%-1145.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,712 | $1,787-4.2% | $2,302-25.6% | $2,440-29.8% |
| Participant deferral / active EE | $3,627 | $2,690+34.8% | $3,336+8.7% | $3,607+0.6% |
| Admin fee / account holder | $4,257 | $4,013+6.1% | $6,420-33.7% | $5,124-16.9% |