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 | $29,601 | $89,355-66.9% | $141,162-79.0% | $72,985-59.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 35.07% | 111.85%-76.8pp | 71.39%-36.3pp | 81.00%-45.9pp |
| Employer contribution / active EE | $3,730 | $3,114+19.8% | $4,735-21.2% | $2,440+52.9% |
| Participant deferral / active EE | $6,278 | $5,418+15.9% | $6,709-6.4% | $3,607+74.0% |
| Admin fee / account holder | $1,049 | $5,958-82.4% | $10,261-89.8% | $5,124-79.5% |