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 | $49,817 | $117,841-57.7% | $102,423-51.4% | $145,922-65.9% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 11.50% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,255 | $3,615-65.3% | $3,023-58.5% | $4,660-73.1% |
| Participant deferral / active EE | $4,954 | $5,731-13.5% | $5,053-1.9% | $6,688-25.9% |
| Admin fee / account holder | $624 | $13,326-95.3% | $9,451-93.4% | $13,397-95.3% |