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 | $39,765 | $89,355-55.5% | $141,162-71.8% | $72,985-45.5% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.0pp | 69.5%+22.0pp |
| Annual return | 24.47% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,732 | $3,114+19.8% | $4,735-21.2% | $2,440+52.9% |
| Participant deferral / active EE | $5,967 | $5,418+10.1% | $6,709-11.1% | $3,607+65.4% |
| Admin fee / account holder | $2,795 | $5,958-53.1% | $10,261-72.8% | $5,124-45.5% |