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 5-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 | $41,453 | $177,572-76.7% | $154,803-73.2% | $142,382-70.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.20% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,585 | $4,810-67.1% | $4,305-63.2% | $4,299-63.1% |
| Participant deferral / active EE | $2,347 | $6,272-62.6% | $5,540-57.6% | $6,507-63.9% |
| Admin fee / account holder | $2,476 | $16,786-85.3% | $14,329-82.7% | $12,624-80.4% |