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 | $48,441 | $132,634-63.5% | $115,768-58.2% | $137,256-64.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 14.75% | 160.70%-146.0pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,647 | $3,360-51.0% | $2,940-44.0% | $4,156-60.4% |
| Participant deferral / active EE | $3,031 | $5,619-46.1% | $4,917-38.4% | $6,407-52.7% |
| Admin fee / account holder | $2,395 | $15,028-84.1% | $12,439-80.7% | $12,270-80.5% |