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 | $40,682 | $52,279-22.2% | $89,391-54.5% | $79,858-49.1% |
| Participation rate | 84.4% | 57.5%+26.8pp | 68.0%+16.4pp | 69.6%+14.7pp |
| Annual return | 29.40% | 22.16%+7.2pp | 245.62%-216.2pp | 31.71%-2.3pp |
| Employer contribution / active EE | $1,734 | $1,572+10.3% | $2,586-32.9% | $2,471-29.8% |
| Participant deferral / active EE | $3,628 | $2,740+32.4% | $3,890-6.7% | $3,740-3.0% |
| Admin fee / account holder | $838 | $3,356-75.0% | $4,881-82.8% | $5,306-84.2% |