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 | $51,933 | $124,281-58.2% | $109,143-52.4% | $167,490-69.0% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 11.78% | 26.04%-14.3pp | 25.75%-14.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $18,652 | $4,207+343.3% | $3,722+401.2% | $4,837+285.6% |
| Participant deferral / active EE | $1,812 | $5,255-65.5% | $4,653-61.1% | $6,341-71.4% |
| Admin fee / account holder | $1,508 | $7,970-81.1% | $6,752-77.7% | $12,309-87.8% |