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 | $33,006 | $102,828-67.9% | $105,387-68.7% | $152,861-78.4% |
| Participation rate | 86.4% | 83.8%+2.6pp | 82.6%+3.8pp | 82.4%+3.9pp |
| Annual return | 32.50% | 20.85%+11.6pp | 26.82%+5.7pp | 345.32%-312.8pp |
| Employer contribution / active EE | $7,812 | $4,473+74.7% | $4,213+85.4% | $4,762+64.0% |
| Participant deferral / active EE | $5,405 | $5,465-1.1% | $5,502-1.8% | $5,850-7.6% |
| Admin fee / account holder | $770 | $8,683-91.1% | $6,559-88.3% | $11,596-93.4% |