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 6-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 | $39,610 | $54,705-27.6% | $71,209-44.4% | $84,808-53.3% |
| Participation rate | 73.2% | 64.1%+9.1pp | 73.8%-0.5pp | 68.3%+4.9pp |
| Annual return | 24.24% | 35.90%-11.7pp | 282.51%-258.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $2,026 | $2,158-6.1% | $2,721-25.5% | $2,631-23.0% |
| Participant deferral / active EE | $4,478 | $3,030+47.8% | $4,175+7.2% | $4,212+6.3% |
| Admin fee / account holder | $6,284 | $4,863+29.2% | $5,349+17.5% | $7,344-14.4% |