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 | $42,965 | $104,664-58.9% | $85,682-49.9% | $167,490-74.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.51% | 21.45%-6.9pp | 21.49%-7.0pp | 478.56%-464.1pp |
| Employer contribution / active EE | $4,297 | $3,337+28.8% | $2,618+64.1% | $4,837-11.2% |
| Participant deferral / active EE | $5,833 | $4,824+20.9% | $3,923+48.7% | $6,341-8.0% |
| Admin fee / account holder | $2,047 | $10,032-79.6% | $6,873-70.2% | $12,309-83.4% |