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 | $47,577 | $99,918-52.4% | $81,382-41.5% | $145,922-67.4% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 16.56% | 34.32%-17.8pp | 24.73%-8.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,565 | $2,978-47.4% | $2,463-36.5% | $4,660-66.4% |
| Participant deferral / active EE | $4,402 | $4,605-4.4% | $3,883+13.4% | $6,688-34.2% |
| Admin fee / account holder | $11,450 | $8,212+39.4% | $5,768+98.5% | $13,397-14.5% |