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 | $51,400 | $89,355-42.5% | $141,162-63.6% | $72,985-29.6% |
| Participation rate | 71.1% | 75.1%-4.1pp | 82.5%-11.4pp | 69.5%+1.6pp |
| Annual return | 21.90% | 111.85%-89.9pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,003 | $3,114-3.6% | $4,735-36.6% | $2,440+23.1% |
| Participant deferral / active EE | $5,490 | $5,418+1.3% | $6,709-18.2% | $3,607+52.2% |
| Admin fee / account holder | $4,189 | $5,958-29.7% | $10,261-59.2% | $5,124-18.3% |