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 | $40,685 | $117,841-65.5% | $102,423-60.3% | $145,922-72.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.96% | 31.65%-22.7pp | 29.32%-20.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,418 | $3,615-60.8% | $3,023-53.1% | $4,660-69.6% |
| Participant deferral / active EE | $4,047 | $5,731-29.4% | $5,053-19.9% | $6,688-39.5% |
| Admin fee / account holder | $5,429 | $13,326-59.3% | $9,451-42.6% | $13,397-59.5% |