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 | $43,347 | $117,841-63.2% | $102,423-57.7% | $145,922-70.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 26.67% | 31.65%-5.0pp | 29.32%-2.7pp | 561.29%-534.6pp |
| Employer contribution / active EE | $4,013 | $3,615+11.0% | $3,023+32.7% | $4,660-13.9% |
| Participant deferral / active EE | $8,504 | $5,731+48.4% | $5,053+68.3% | $6,688+27.2% |
| Admin fee / account holder | $306 | $13,326-97.7% | $9,451-96.8% | $13,397-97.7% |