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 | $40,498 | $86,286-53.1% | $111,297-63.6% | $85,850-52.8% |
| Participation rate | 89.3% | 73.3%+16.0pp | 77.3%+12.0pp | 69.3%+20.0pp |
| Annual return | 11.16% | 19.99%-8.8pp | 54.65%-43.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $4,866 | $2,043+138.2% | $2,731+78.2% | $2,565+89.7% |
| Participant deferral / active EE | $6,496 | $3,641+78.4% | $4,487+44.8% | $3,952+64.4% |
| Admin fee / account holder | $13,507 | $8,188+65.0% | $7,964+69.6% | $6,260+115.8% |