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 3-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 | $34,544 | $118,427-70.8% | $66,042-47.7% | $142,382-75.7% |
| Participation rate | 70.0% | 68.1%+1.9pp | 67.5%+2.5pp | 80.1%-10.1pp |
| Annual return | 19.59% | 35.57%-16.0pp | 52.11%-32.5pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,591 | $2,570-38.1% | $1,579+0.7% | $4,299-63.0% |
| Participant deferral / active EE | $5,980 | $4,311+38.7% | $2,835+110.9% | $6,507-8.1% |
| Admin fee / account holder | $426 | $9,593-95.6% | $5,747-92.6% | $12,624-96.6% |