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 | $47,416 | $81,208-41.6% | $98,907-52.1% | $79,858-40.6% |
| Participation rate | 73.3% | 72.5%+0.8pp | 76.0%-2.7pp | 69.6%+3.7pp |
| Annual return | 16.13% | 60.99%-44.9pp | 196.43%-180.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,249 | $1,960+14.8% | $2,689-16.3% | $2,471-9.0% |
| Participant deferral / active EE | $3,438 | $3,265+5.3% | $4,244-19.0% | $3,740-8.1% |
| Admin fee / account holder | $332 | $6,013-94.5% | $6,642-95.0% | $5,306-93.7% |