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 | $43,387 | $197,591-78.0% | $177,821-75.6% | $158,922-72.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 9.91% | 58.76%-48.8pp | 48.32%-38.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $3,225 | $6,697-51.9% | $5,918-45.5% | $4,761-32.3% |
| Participant deferral / active EE | $4,813 | $8,405-42.7% | $7,714-37.6% | $5,982-19.6% |
| Admin fee / account holder | $21,428 | $15,399+39.1% | $12,427+72.4% | $11,246+90.5% |