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 | $26,107 | $58,828-55.6% | $77,999-66.5% | $62,891-58.5% |
| Participation rate | 79.5% | 71.1%+8.4pp | 75.5%+3.9pp | 69.3%+10.1pp |
| Annual return | 21.13% | 17.16%+4.0pp | 425.96%-404.8pp | 20.14%+1.0pp |
| Employer contribution / active EE | $1,618 | $1,672-3.2% | $2,470-34.5% | $2,281-29.1% |
| Participant deferral / active EE | $4,065 | $2,686+51.4% | $3,497+16.2% | $3,203+26.9% |
| Admin fee / account holder | $2,336 | $4,393-46.8% | $5,480-57.4% | $4,296-45.6% |