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 | $49,714 | $89,355-44.4% | $141,162-64.8% | $72,985-31.9% |
| Participation rate | 78.3% | 75.1%+3.1pp | 82.5%-4.2pp | 69.5%+8.8pp |
| Annual return | 25.48% | 111.85%-86.4pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,720 | $3,114-44.8% | $4,735-63.7% | $2,440-29.5% |
| Participant deferral / active EE | $4,387 | $5,418-19.0% | $6,709-34.6% | $3,607+21.6% |
| Admin fee / account holder | $4,478 | $5,958-24.8% | $10,261-56.4% | $5,124-12.6% |