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 | $43,903 | $78,672-44.2% | $109,143-59.8% | $85,850-48.9% |
| Participation rate | 77.5% | 68.3%+9.2pp | 75.9%+1.6pp | 69.3%+8.2pp |
| Annual return | 13.13% | 25.09%-12.0pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,923 | $2,735+6.9% | $3,722-21.5% | $2,565+14.0% |
| Participant deferral / active EE | $5,239 | $3,467+51.1% | $4,653+12.6% | $3,952+32.6% |
| Admin fee / account holder | $7,413 | $5,469+35.5% | $6,752+9.8% | $6,260+18.4% |