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 | $54,203 | $106,890-49.3% | $84,015-35.5% | $152,861-64.5% |
| Participation rate | 90.5% | 75.2%+15.2pp | 69.0%+21.5pp | 82.4%+8.0pp |
| Annual return | 15.29% | 104.99%-89.7pp | 71.31%-56.0pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,049 | $2,734-61.6% | $1,983-47.1% | $4,762-78.0% |
| Participant deferral / active EE | $3,857 | $4,011-3.9% | $3,239+19.1% | $5,850-34.1% |
| Admin fee / account holder | $14,492 | $8,285+74.9% | $6,101+137.6% | $11,596+25.0% |