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 | $100,985 | $85,202+18.5% | $172,739-41.5% | $72,985+38.4% |
| Participation rate | 73.0% | 70.1%+2.9pp | 82.6%-9.7pp | 69.5%+3.5pp |
| Annual return | 21.33% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,144 | $3,324-35.5% | $5,143-58.3% | $2,440-12.1% |
| Participant deferral / active EE | $3,884 | $3,260+19.1% | $5,198-25.3% | $3,607+7.7% |
| Admin fee / account holder | $815 | $5,884-86.1% | $13,954-94.2% | $5,124-84.1% |