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 4-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 | $54,095 | $133,922-59.6% | $116,228-53.5% | $142,382-62.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 17.31% | 147.76%-130.5pp | 90.06%-72.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,690 | $3,446-50.9% | $2,994-43.6% | $4,299-60.7% |
| Participant deferral / active EE | $8,195 | $5,672+44.5% | $4,953+65.5% | $6,507+25.9% |
| Admin fee / account holder | $701 | $14,945-95.3% | $11,989-94.2% | $12,624-94.4% |