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 5-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 | $24,594 | $109,982-77.6% | $97,226-74.7% | $145,922-83.1% |
| Participation rate | 81.3% | 75.9%+5.3pp | 72.7%+8.6pp | 80.3%+1.0pp |
| Annual return | 13.84% | 242.90%-229.1pp | 75.13%-61.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,725 | $3,084+20.8% | $2,729+36.5% | $4,660-20.0% |
| Participant deferral / active EE | $4,472 | $4,676-4.4% | $4,264+4.9% | $6,688-33.1% |
| Admin fee / account holder | $1,347 | $6,221-78.3% | $5,654-76.2% | $13,397-89.9% |