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 | $52,134 | $85,202-38.8% | $172,739-69.8% | $72,985-28.6% |
| Participation rate | 89.6% | 70.1%+19.5pp | 82.6%+6.9pp | 69.5%+20.1pp |
| Annual return | 23.17% | 27.32%-4.1pp | 802.84%-779.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,480 | $3,324+34.8% | $5,143-12.9% | $2,440+83.6% |
| Participant deferral / active EE | $6,582 | $3,260+101.9% | $5,198+26.6% | $3,607+82.5% |
| Admin fee / account holder | $492 | $5,884-91.6% | $13,954-96.5% | $5,124-90.4% |