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 | $40,512 | $105,859-61.7% | $90,160-55.1% | $147,584-72.5% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 23.44% | 37.63%-14.2pp | 34.88%-11.4pp | 578.55%-555.1pp |
| Employer contribution / active EE | $3,755 | $4,126-9.0% | $3,318+13.2% | $4,876-23.0% |
| Participant deferral / active EE | $8,013 | $5,733+39.8% | $5,288+51.5% | $5,439+47.3% |
| Admin fee / account holder | $1,373 | $8,046-82.9% | $5,943-76.9% | $10,885-87.4% |