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 | $48,423 | $80,968-40.2% | $96,544-49.8% | $75,163-35.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 31.97% | 27.06%+4.9pp | 25.84%+6.1pp | 160.62%-128.6pp |
| Employer contribution / active EE | $2,925 | $2,282+28.2% | $2,965-1.4% | $2,670+9.5% |
| Participant deferral / active EE | $5,860 | $3,928+49.2% | $4,851+20.8% | $4,125+42.1% |
| Admin fee / account holder | $2,633 | $6,724-60.8% | $8,252-68.1% | $5,651-53.4% |