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 | $42,646 | $89,355-52.3% | $141,162-69.8% | $72,985-41.6% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 30.77% | 111.85%-81.1pp | 71.39%-40.6pp | 81.00%-50.2pp |
| Employer contribution / active EE | $1,906 | $3,114-38.8% | $4,735-59.8% | $2,440-21.9% |
| Participant deferral / active EE | $6,439 | $5,418+18.8% | $6,709-4.0% | $3,607+78.5% |
| Admin fee / account holder | $2,353 | $5,958-60.5% | $10,261-77.1% | $5,124-54.1% |